Private Ocean’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-514
| Closed | -$49K | – | 502 |
|
|
2023
Q2 | $49K | Buy |
+514
| New | +$49K | 0.01% | 251 |
|
|
2022
Q3 | – | Sell |
-305
| Closed | -$24K | – | 563 |
|
|
2022
Q2 | $24K | Hold |
305
| – | – | ﹤0.01% | 288 |
|
|
2022
Q1 | $29K | Hold |
305
| – | – | ﹤0.01% | 306 |
|
|
2021
Q4 | $34K | Hold |
305
| – | – | ﹤0.01% | 317 |
|
|
2021
Q3 | $32K | Hold |
305
| – | – | ﹤0.01% | 312 |
|
|
2021
Q2 | $33K | Sell |
305
-286
| -48% | -$30.9K | ﹤0.01% | 302 |
|
|
2021
Q1 | $59K | Buy |
+591
| New | +$59K | 0.01% | 229 |
|