PWAG
Polaris Wealth Advisory Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-34,861
| Closed | -$3.33M | – | 176 |
|
|
2023
Q2 | $3.33M | Buy |
+34,861
| New | +$3.33M | 0.25% | 88 |
|
|
2021
Q3 | – | Sell |
-32,393
| Closed | -$3.48M | – | 183 |
|
|
2021
Q2 | $3.48M | Buy |
+32,393
| New | +$3.48M | 0.21% | 80 |
|
|
2020
Q4 | – | Sell |
-21,098
| Closed | -$1.93M | – | 190 |
|
|
2020
Q3 | $1.93M | Buy |
+21,098
| New | +$1.93M | 0.18% | 89 |
|
|
2018
Q4 | – | Sell |
-146
| Closed | -$12K | – | 231 |
|
|
2018
Q3 | $12K | Hold |
146
| – | – | ﹤0.01% | 382 |
|
|
2018
Q2 | $12K | Hold |
146
| – | – | ﹤0.01% | 195 |
|
|
2018
Q1 | $12K | Buy |
+146
| New | +$12K | ﹤0.01% | 343 |
|
|
2017
Q4 | – | Sell |
-2,634
| Closed | -$204K | – | 148 |
|
|
2017
Q3 | $204K | Sell |
2,634
-588
| -18% | -$45.5K | 0.02% | 143 |
|
|
2017
Q2 | $238K | Buy |
+3,222
| New | +$238K | 0.03% | 117 |
|
|
2014
Q1 | – | Sell |
-11
| Closed | -$1K | – | 176 |
|
|
2013
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 174 |
|