One Wealth Management Investment & Advisory Services’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
2024
Q3
Sell
-60,215
Closed -$6.16M 71
2024
Q2
$6.16M Buy
60,215
+14,850
+33% +$1.52M 2.45% 11
2024
Q1
$4.71M Buy
45,365
+4,006
+10% +$416K 1.93% 11
2023
Q4
$4.01M Buy
+41,359
New +$4.01M 1.78% 12