Rockbridge Investment Management’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 | – | Sell |
-124
| Closed | -$12K | – | 267 |
|
|
2023
Q4 | $12K | Buy |
+124
| New | +$12K | ﹤0.01% | 379 |
|
|
2022
Q2 | – | Sell |
-1,287
| Closed | -$125K | – | 682 |
|
|
2022
Q1 | $125K | Hold |
1,287
| – | – | 0.02% | 199 |
|
|
2021
Q4 | $142K | Hold |
1,287
| – | – | 0.02% | 206 |
|
|
2021
Q3 | $137K | Hold |
1,287
| – | – | 0.02% | 193 |
|
|
2021
Q2 | $138K | Hold |
1,287
| – | – | 0.02% | 189 |
|
|
2021
Q1 | $129K | Hold |
1,287
| – | – | 0.02% | 184 |
|
|
2020
Q4 | $130K | Hold |
1,287
| – | – | 0.03% | 178 |
|
|
2020
Q3 | $116K | Buy |
+1,287
| New | +$116K | 0.03% | 171 |
|