True Link Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,303
| Closed | -$610K | – | 65 |
|
|
2023
Q4 | $610K | Sell |
6,303
-6,064
| -49% | -$587K | 0.07% | 37 |
|
|
2023
Q3 | $1.07M | Buy |
12,367
+64
| +0.5% | +$5.52K | 0.13% | 47 |
|
|
2023
Q2 | $1.17M | Hold |
12,303
| – | – | 0.14% | 43 |
|
|
2023
Q1 | $1.15M | Sell |
12,303
-3,500
| -22% | -$328K | 0.14% | 49 |
|
|
2022
Q4 | $1.32M | Sell |
15,803
-21,023
| -57% | -$1.76M | 0.18% | 42 |
|
|
2022
Q3 | $2.67M | Sell |
36,826
-13,893
| -27% | -$1.01M | 0.39% | 22 |
|
|
2022
Q2 | $4.08M | Sell |
50,719
-12,570
| -20% | -$1.01M | 0.62% | 21 |
|
|
2022
Q1 | $6.09M | Sell |
63,289
-28,188
| -31% | -$2.71M | 0.88% | 15 |
|
|
2021
Q4 | $10.1M | Buy |
91,477
+1,347
| +1% | +$149K | 1.35% | 14 |
|
|
2021
Q3 | $9.6M | Sell |
90,130
-2,733
| -3% | -$291K | 1.32% | 14 |
|
|
2021
Q2 | $9.96M | Sell |
92,863
-2,675
| -3% | -$287K | 1.46% | 14 |
|
|
2021
Q1 | $9.6M | Sell |
95,538
-188
| -0.2% | -$18.9K | 1.39% | 17 |
|
|
2020
Q4 | $9.66M | Buy |
+95,726
| New | +$9.66M | 1.51% | 16 |
|