Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,283
| Closed | -$99K | – | 906 |
|
|
2019
Q1 | $99K | Hold |
1,283
| – | – | 0.01% | 642 |
|
|
2018
Q4 | $89K | Hold |
1,283
| – | – | 0.01% | 640 |
|
|
2018
Q3 | $103K | Hold |
1,283
| – | – | 0.01% | 673 |
|
|
2018
Q2 | $101K | Hold |
1,283
| – | – | 0.01% | 701 |
|
|
2018
Q1 | $103K | Hold |
1,283
| – | – | 0.01% | 699 |
|
|
2017
Q4 | $104K | Buy |
1,283
+799
| +165% | +$64.8K | 0.01% | 699 |
|
|
2017
Q3 | $37K | Hold |
484
| – | – | ﹤0.01% | 1078 |
|
|
2017
Q2 | $36K | Hold |
484
| – | – | ﹤0.01% | 1059 |
|
|
2017
Q1 | $34K | Hold |
484
| – | – | ﹤0.01% | 916 |
|
|
2016
Q4 | $31K | Hold |
484
| – | – | ﹤0.01% | 899 |
|
|
2016
Q3 | $33K | Hold |
484
| – | – | 0.01% | 894 |
|
|
2016
Q2 | $32K | Sell |
484
-752
| -61% | -$49.7K | 0.01% | 839 |
|
|
2016
Q1 | $81K | Hold |
1,236
| – | – | 0.01% | 577 |
|
|
2015
Q4 | $83K | Buy |
+1,236
| New | +$83K | 0.02% | 573 |
|