O'Brien Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,009
Closed -$336K 57
2022
Q4
$336K Sell
4,009
-56,625
-93% -$4.74M 0.13% 29
2022
Q3
$4.4M Buy
60,634
+54,011
+816% +$3.92M 1.85% 10
2022
Q2
$533K Buy
+6,623
New +$533K 0.22% 19