SFA
Source Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,789
| Closed | -$268K | – | 112 |
|
|
2022
Q1 | $268K | Sell |
2,789
-16,991
| -86% | -$1.63M | 0.08% | 99 |
|
|
2021
Q4 | $2.18M | Sell |
19,780
-6,357
| -24% | -$701K | 0.59% | 36 |
|
|
2021
Q3 | $2.78M | Sell |
26,137
-419
| -2% | -$44.6K | 0.72% | 27 |
|
|
2021
Q2 | $2.85M | Buy |
26,556
+817
| +3% | +$87.7K | 0.73% | 27 |
|
|
2021
Q1 | $2.59M | Sell |
25,739
-8,750
| -25% | -$879K | 0.69% | 28 |
|
|
2020
Q4 | $3.48M | Buy |
+34,489
| New | +$3.48M | 0.94% | 22 |
|