Southern Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.76M | Sell |
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|
2022
Q4 | $4.42M | Buy |
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|
2022
Q3 | $3.45M | Sell |
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|
2022
Q2 | $8.57M | Buy |
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|
2022
Q1 | $3.12M | Sell |
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|
2021
Q4 | $11.2M | Sell |
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|
2021
Q3 | $13.2M | Hold |
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|
2021
Q2 | $13.6M | Buy |
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|
2021
Q1 | $9.67M | Buy |
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|
2020
Q4 | $6.91M | Buy |
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|
2020
Q3 | $6.02M | Buy |
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|
2020
Q2 | $1.31M | Sell |
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|
2020
Q1 | $4.42M | Buy |
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|
2019
Q4 | $3.53M | Buy |
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