Squar Milner Financial Services’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
Q3 | – | Sell |
-9,685
| Closed | -$805K | – | 55 |
|
|
2020
Q2 | $805K | Sell |
9,685
-130
| -1% | -$10.8K | 0.46% | 54 |
|
|
2020
Q1 | $697K | Sell |
9,815
-3,397
| -26% | -$241K | 0.42% | 46 |
|
|
2019
Q4 | $1.14M | Buy |
13,212
+3,643
| +38% | +$315K | 0.57% | 23 |
|
|
2019
Q3 | $860K | Sell |
9,569
-3,194
| -25% | -$287K | 0.44% | 61 |
|
|
2019
Q2 | $1.03M | Sell |
12,763
-824
| -6% | -$66.6K | 0.69% | 22 |
|
|
2019
Q1 | $1.05M | Sell |
13,587
-98
| -0.7% | -$7.59K | 0.78% | 22 |
|
|
2018
Q4 | $945K | Sell |
13,685
-3,879
| -22% | -$268K | 0.91% | 20 |
|
|
2018
Q3 | $1.41M | Buy |
17,564
+2,843
| +19% | +$228K | 1.27% | 14 |
|
|
2018
Q2 | $1.16M | Buy |
14,721
+8,776
| +148% | +$692K | 1.02% | 16 |
|
|
2018
Q1 | $478K | Buy |
+5,945
| New | +$478K | 0.6% | 47 |
|