WWA
WCG Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.37M | Buy |
39,018
+889
| +2% | +$99.6K | 0.28% | 94 |
|
2025
Q1 | $3.81M | Sell |
38,129
-36,785
| -49% | -$3.68M | 0.29% | 95 |
|
2024
Q4 | $7.25M | Buy |
74,914
+2,320
| +3% | +$225K | 0.48% | 70 |
|
2024
Q3 | $7.82M | Buy |
72,594
+262
| +0.4% | +$28.2K | 0.53% | 58 |
|
2024
Q2 | $7.4M | Buy |
72,332
+34,491
| +91% | +$3.53M | 0.55% | 57 |
|
2024
Q1 | $3.93M | Buy |
37,841
+18,812
| +99% | +$1.95M | 0.33% | 73 |
|
2023
Q4 | $1.84M | Sell |
19,029
-8,847
| -32% | -$857K | 0.14% | 146 |
|
2023
Q3 | $2.41M | Buy |
27,876
+2,172
| +8% | +$187K | 0.18% | 123 |
|
2023
Q2 | $2.45M | Buy |
+25,704
| New | +$2.45M | 0.29% | 71 |
|