SWM
Selective Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,610
| Closed | -$117K | – | 276 |
|
|
2022
Q3 | $117K | Sell |
1,610
-278
| -15% | -$20.2K | 0.05% | 182 |
|
|
2022
Q2 | $152K | Sell |
1,888
-95
| -5% | -$7.65K | 0.05% | 172 |
|
|
2022
Q1 | $191K | Sell |
1,983
-695
| -26% | -$66.9K | 0.07% | 140 |
|
|
2021
Q4 | $295K | Buy |
2,678
+1,310
| +96% | +$144K | 0.12% | 88 |
|
|
2021
Q3 | $146K | Buy |
+1,368
| New | +$146K | 0.08% | 135 |
|
|
2020
Q3 | – | Sell |
-292
| Closed | -$24K | – | 336 |
|
|
2020
Q2 | $24K | Buy |
+292
| New | +$24K | 0.02% | 153 |
|