Summit Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $229K | Hold |
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|
2021
Q2 | $231K | Sell |
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|
2021
Q1 | $226K | Hold |
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|
2020
Q4 | $227K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $218K | Hold |
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|
2018
Q2 | $215K | Hold |
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|
2018
Q1 | $219K | Sell |
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|
2017
Q4 | $341K | Buy |
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|
2017
Q3 | $288K | Hold |
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|
2017
Q2 | $276K | Hold |
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|
2017
Q1 | $259K | Hold |
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|
2016
Q4 | $237K | Sell |
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|
2016
Q3 | $345K | Hold |
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|
2016
Q2 | $330K | Hold |
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|
2016
Q1 | $332K | Hold |
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|
2015
Q4 | $339K | Buy |
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