PWAG
Polaris Wealth Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-5,779
| Closed | -$330K | – | 114 |
|
|
2016
Q1 | $330K | Sell |
5,779
-3,716
| -39% | -$212K | 0.05% | 87 |
|
|
2015
Q4 | $558K | Buy |
+9,495
| New | +$558K | 0.09% | 76 |
|
|
2015
Q1 | – | Sell |
-12,895
| Closed | -$785K | – | 79 |
|
|
2014
Q4 | $785K | Buy |
+12,895
| New | +$785K | 0.16% | 55 |
|