WAS
Wealth Advisory Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-52,207
| Closed | -$4.98M | – | 120 |
|
|
2023
Q2 | $4.98M | Hold |
52,207
| – | – | 1.33% | 21 |
|
|
2023
Q1 | $4.89M | Buy |
52,207
+9,508
| +22% | +$891K | 1.3% | 19 |
|
|
2022
Q4 | $3.58M | Hold |
42,699
| – | – | 0.96% | 29 |
|
|
2022
Q3 | $3.1M | Buy |
+42,699
| New | +$3.1M | 0.86% | 39 |
|