S.C. Financial Services’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
2022
Q4
$558K Sell
6,665
-2,190
-25% -$183K 0.86% 37
2022
Q3
$643K Buy
8,855
+1,428
+19% +$104K 1.02% 26
2022
Q2
$598K Sell
7,427
-2,472
-25% -$199K 0.92% 32
2022
Q1
$953K Sell
9,899
-5,397
-35% -$520K 1.22% 18
2021
Q4
$1.61M Buy
+15,296
New +$1.61M 1.85% 11