WAS
Winch Advisory Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,637
| Closed | -$444K | – | 332 |
|
|
2018
Q2 | $444K | Sell |
5,637
-4,890
| -46% | -$385K | 0.24% | 62 |
|
|
2018
Q1 | $846K | Sell |
10,527
-4,430
| -30% | -$356K | 0.5% | 47 |
|
|
2017
Q4 | $1.21M | Buy |
14,957
+4,061
| +37% | +$328K | 0.73% | 43 |
|
|
2017
Q3 | $843K | Buy |
+10,896
| New | +$843K | 0.55% | 44 |
|