WMS
Wealth Management 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 | $453K | Buy |
5,250
+1,178
| +29% | +$102K | 0.31% | 43 |
|
|
2023
Q2 | $389K | Sell |
4,072
-1,779
| -30% | -$170K | 0.25% | 53 |
|
|
2023
Q1 | $548K | Sell |
5,851
-2,767
| -32% | -$259K | 0.32% | 35 |
|
|
2022
Q4 | $722K | Buy |
8,618
+3,349
| +64% | +$281K | 0.38% | 34 |
|
|
2022
Q3 | $382K | Sell |
5,269
-6,297
| -54% | -$457K | 0.22% | 48 |
|
|
2022
Q2 | $931K | Sell |
11,566
-28,531
| -71% | -$2.3M | 0.52% | 26 |
|
|
2022
Q1 | $3.86M | Sell |
40,097
-45,599
| -53% | -$4.39M | 2.01% | 16 |
|
|
2021
Q4 | $9.45M | Buy |
+85,696
| New | +$9.45M | 4.86% | 5 |
|