RPg Family Wealth Advisory’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
Q3 | – | Sell |
-2,987
| Closed | -$306K | – | 81 |
|
|
2024
Q2 | $306K | Buy |
2,987
+67
| +2% | +$6.85K | 0.1% | 100 |
|
|
2024
Q1 | $303K | Sell |
2,920
-209
| -7% | -$21.7K | 0.1% | 101 |
|
|
2023
Q4 | $303K | Sell |
3,129
-8,268
| -73% | -$801K | 0.11% | 99 |
|
|
2023
Q3 | $984K | Sell |
11,397
-3,492
| -23% | -$301K | 0.4% | 66 |
|
|
2023
Q2 | $1.42M | Buy |
+14,889
| New | +$1.42M | 0.57% | 52 |
|