Successful Portfolios’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,954
| Closed | -$932K | – | 161 |
|
|
2023
Q1 | $932K | Buy |
9,954
+877
| +10% | +$82.2K | 0.59% | 44 |
|
|
2022
Q4 | $760K | Buy |
9,077
+215
| +2% | +$18K | 0.5% | 53 |
|
|
2022
Q3 | $643K | Buy |
8,862
+3,160
| +55% | +$229K | 0.47% | 52 |
|
|
2022
Q2 | $459K | Sell |
5,702
-702
| -11% | -$56.5K | 0.31% | 84 |
|
|
2022
Q1 | $617K | Sell |
6,404
-2,463
| -28% | -$237K | 0.35% | 69 |
|
|
2021
Q4 | $978K | Buy |
8,867
+721
| +9% | +$79.5K | 0.53% | 46 |
|
|
2021
Q3 | $867K | Buy |
8,146
+6
| +0.1% | +$639 | 0.52% | 49 |
|
|
2021
Q2 | $873K | Sell |
8,140
-1,438
| -15% | -$154K | 0.53% | 44 |
|
|
2021
Q1 | $962K | Buy |
9,578
+22
| +0.2% | +$2.21K | 0.63% | 44 |
|
|
2020
Q4 | $964K | Sell |
9,556
-683
| -7% | -$68.9K | 0.69% | 39 |
|
|
2020
Q3 | $920K | Buy |
10,239
+593
| +6% | +$53.3K | 0.73% | 35 |
|
|
2020
Q2 | $802K | Buy |
+9,646
| New | +$802K | 0.71% | 37 |
|