SWM
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Segment Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Segment Wealth Management’s Portfolio EFG Stock Details EFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,925
Closed -$236K – 201
2017
Q4 		$236K Buy
+2,925
New +$236K 0.06% 177