WealthSource Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $37.9M | Sell |
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|
2023
Q3 | $46M | Sell |
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|
2023
Q2 | $62.1M | Sell |
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|
2023
Q1 | $61.9M | Buy |
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|
2022
Q4 | $40.2M | Buy |
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|
2022
Q3 | $34.5M | Buy |
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|
2022
Q2 | $31.1M | Buy |
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|
2022
Q1 | $33.5M | Sell |
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|
2021
Q4 | $46.2M | Buy |
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|
2021
Q3 | $43M | Buy |
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|
2021
Q2 | $38.5M | Buy |
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|
2021
Q1 | $34.4M | Sell |
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|
2020
Q4 | $36.2M | Sell |
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|
2020
Q3 | $36M | Sell |
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|
2020
Q2 | $33.4M | Buy |
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|
2020
Q1 | $299K | Sell |
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|
2019
Q4 | $671K | Sell |
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|
2019
Q3 | $628K | Hold |
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|
2019
Q2 | $630K | Buy |
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|
2019
Q1 | $517K | Hold |
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|
2018
Q4 | $461K | Hold |
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|
2018
Q3 | $535K | Hold |
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|
2018
Q2 | $526K | Sell |
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|
2018
Q1 | $613K | Sell |
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|
2017
Q4 | $624K | Sell |
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|
2017
Q3 | $633K | Sell |
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|
2017
Q2 | $623K | Sell |
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|
2017
Q1 | $593K | Sell |
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|
2016
Q4 | $561K | Sell |
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|
2016
Q3 | $969K | Sell |
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|
2016
Q2 | $954K | Sell |
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|
2016
Q1 | $970K | Buy |
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