Peterson Financial Group’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 | $805K | Sell |
7,479
-581
| -7% | -$62.5K | 3.1% | 3 |
|
|
2024
Q2 | $825K | Buy |
8,060
+982
| +14% | +$100K | 5.03% | 3 |
|
|
2024
Q1 | $735K | Sell |
7,078
-416
| -6% | -$43.2K | 4.79% | 6 |
|
|
2023
Q4 | $726K | Buy |
7,494
+825
| +12% | +$79.9K | 4.76% | 7 |
|
|
2023
Q3 | $576K | Buy |
6,669
+81
| +1% | +$6.99K | 5.72% | 8 |
|
|
2023
Q2 | $629K | Sell |
6,588
-482
| -7% | -$46K | 5.76% | 6 |
|
|
2023
Q1 | $662K | Sell |
7,070
-1,699
| -19% | -$159K | 6.67% | 6 |
|
|
2022
Q4 | $735K | Buy |
8,769
+428
| +5% | +$35.9K | 0.97% | 47 |
|
|
2022
Q3 | $605K | Buy |
8,341
+330
| +4% | +$23.9K | 0.59% | 57 |
|
|
2022
Q2 | $645K | Buy |
8,011
+261
| +3% | +$21K | 0.61% | 57 |
|
|
2022
Q1 | $746K | Buy |
7,750
+24
| +0.3% | +$2.31K | 0.62% | 57 |
|
|
2021
Q4 | $852K | Buy |
+7,726
| New | +$852K | 0.7% | 55 |
|