Retirement Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $6K | Hold |
58
| – | – | ﹤0.01% | 542 |
|
|
2023
Q4 | $5.59K | Buy |
+58
| New | +$5.59K | ﹤0.01% | 523 |
|
|
2023
Q3 | – | Sell |
-57
| Closed | -$5.47K | – | 789 |
|
|
2023
Q2 | $5.47K | Buy |
+57
| New | +$5.47K | ﹤0.01% | 497 |
|
|
2021
Q3 | – | Sell |
-670
| Closed | -$72K | – | 646 |
|
|
2021
Q2 | $72K | Buy |
670
+6
| +0.9% | +$645 | 0.03% | 194 |
|
|
2021
Q1 | $67K | Hold |
664
| – | – | 0.03% | 237 |
|
|
2020
Q4 | $67K | Buy |
664
+2
| +0.3% | +$202 | 0.03% | 223 |
|
|
2020
Q3 | $60K | Buy |
+662
| New | +$60K | 0.03% | 222 |
|