Ropes Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-176
| Closed | -$18K | – | 401 |
|
|
2020
Q4 | $18K | Buy |
+176
| New | +$18K | ﹤0.01% | 496 |
|
|
2019
Q2 | – | Sell |
-124
| Closed | -$10K | – | 562 |
|
|
2019
Q1 | $10K | Hold |
124
| – | – | ﹤0.01% | 450 |
|
|
2018
Q4 | $9K | Hold |
124
| – | – | ﹤0.01% | 430 |
|
|
2018
Q3 | $10K | Hold |
124
| – | – | ﹤0.01% | 459 |
|
|
2018
Q2 | $10K | Hold |
124
| – | – | ﹤0.01% | 471 |
|
|
2018
Q1 | $10K | Hold |
124
| – | – | ﹤0.01% | 456 |
|
|
2017
Q4 | $10K | Buy |
+124
| New | +$10K | ﹤0.01% | 530 |
|