SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $607K | Sell |
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|
2020
Q3 | $550K | Hold |
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|
2020
Q2 | $509K | Buy |
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|
2020
Q1 | $430K | Hold |
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|
2019
Q4 | $523K | Hold |
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|
2019
Q3 | $487K | Hold |
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|
2019
Q2 | $488K | Hold |
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|
2019
Q1 | $468K | Sell |
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|
2018
Q4 | $527K | Sell |
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|
2018
Q3 | $635K | Sell |
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|
2018
Q2 | $834K | Sell |
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|
2018
Q1 | $1.49M | Buy |
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|
2017
Q4 | $1.48M | Sell |
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|
2017
Q3 | $1.49M | Buy |
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|
2017
Q2 | $1.42M | Sell |
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|
2017
Q1 | $1.52M | Sell |
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|
2016
Q4 | $2.1M | Buy |
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|
2016
Q3 | $1.94M | Buy |
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|
2016
Q2 | $1.75M | Buy |
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|
2016
Q1 | $1.64M | Buy |
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|
2015
Q4 | $937K | Buy |
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|
2015
Q3 | $783K | Buy |
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|
2015
Q2 | $760K | Buy |
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|
2015
Q1 | $752K | Sell |
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|
2014
Q4 | $753K | Hold |
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|
2014
Q3 | $779K | Sell |
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|
2014
Q2 | $874K | Sell |
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|
2014
Q1 | $866K | Sell |
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|
2013
Q4 | $946K | Buy |
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