Polaris Wealth Advisory Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $3.33M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3.48M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.93M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $12K | Hold |
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|
2018
Q2 | $12K | Hold |
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|
2018
Q1 | $12K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $204K | Sell |
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|
2017
Q2 | $238K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1K | Buy |
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