Smart Money Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-31,729
| Closed | -$2.85M | – | 64 |
|
|
2020
Q3 | $2.85M | Buy |
31,729
+4,559
| +17% | +$410K | 1.23% | 33 |
|
|
2020
Q2 | $2.26M | Buy |
+27,170
| New | +$2.26M | 1.33% | 24 |
|
|
2019
Q1 | – | Sell |
-49,841
| Closed | -$3.44M | – | 67 |
|
|
2018
Q4 | $3.44M | Buy |
49,841
+5,912
| +13% | +$408K | 3.57% | 5 |
|
|
2018
Q3 | $3.52M | Buy |
43,929
+844
| +2% | +$67.6K | 3.19% | 7 |
|
|
2018
Q2 | $3.4M | Buy |
43,085
+2,513
| +6% | +$198K | 3.04% | 10 |
|
|
2018
Q1 | $3.26M | Buy |
+40,572
| New | +$3.26M | 3.32% | 8 |
|