Pillar Wealth Advisors’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 |
-7,947
| Closed | -$813K | – | 19 |
|
|
2024
Q2 | $813K | Sell |
7,947
-4,284
| -35% | -$438K | 0.98% | 27 |
|
|
2024
Q1 | $1.27M | Sell |
12,231
-379
| -3% | -$39.3K | 0.96% | 25 |
|
|
2023
Q4 | $1.22M | Sell |
12,610
-1,282
| -9% | -$124K | 0.94% | 26 |
|
|
2023
Q3 | $1.2M | Sell |
13,892
-203
| -1% | -$17.5K | 1.04% | 24 |
|
|
2023
Q2 | $1.34M | Sell |
14,095
-398
| -3% | -$38K | 1.12% | 22 |
|
|
2023
Q1 | $1.36M | Sell |
14,493
-257
| -2% | -$24.1K | 1.35% | 16 |
|
|
2022
Q4 | $1.24M | Buy |
14,750
+1,993
| +16% | +$167K | 1.19% | 16 |
|
|
2022
Q3 | $926K | Sell |
12,757
-1,371
| -10% | -$99.5K | 0.92% | 22 |
|
|
2022
Q2 | $1.14M | Sell |
14,128
-6,750
| -32% | -$543K | 1.16% | 20 |
|
|
2022
Q1 | $2.01M | Sell |
20,878
-458
| -2% | -$44.1K | 1.94% | 11 |
|
|
2021
Q4 | $2.35M | Buy |
+21,336
| New | +$2.35M | 2.24% | 10 |
|