PWM
PRW Wealth Management’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 | $1.52M | Buy |
+18,129
| New | +$1.52M | 0.58% | 28 |
|
|
2023
Q2 | – | Sell |
-114,674
| Closed | -$11M | – | 83 |
|
|
2023
Q1 | $11M | Sell |
114,674
-204,797
| -64% | -$19.6M | 4.3% | 8 |
|
|
2022
Q4 | $55.9M | Buy |
319,471
+312,261
| +4,331% | +$54.6M | 24.04% | 1 |
|
|
2022
Q3 | $523K | Buy |
7,210
+2,113
| +41% | +$153K | 0.25% | 39 |
|
|
2022
Q2 | $410K | Buy |
5,097
+422
| +9% | +$33.9K | 0.24% | 49 |
|
|
2022
Q1 | $450K | Sell |
4,675
-922
| -16% | -$88.7K | 0.2% | 64 |
|
|
2021
Q4 | $617K | Buy |
5,597
+640
| +13% | +$70.6K | 0.29% | 45 |
|
|
2021
Q3 | $528K | Sell |
4,957
-22,623
| -82% | -$2.41M | 0.26% | 48 |
|
|
2021
Q2 | $2.96M | Buy |
+27,580
| New | +$2.96M | 0.87% | 23 |
|