WR Wealth Planners’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
2024
Q4
$844K Sell
2024
Q3
$2.13M Buy
2024
Q2
$1.59M Sell
2024
Q1
$1.63M Sell
2023
Q4
$2.47M Sell
2023
Q3
$2.58M Sell
2023
Q2
$3.33M Sell
2023
Q1
$3.31M Buy
2022
Q4
$2.3M Sell
2022
Q3
$2.26M Sell
2022
Q2
$2.61M Sell
2022
Q1
$3.28M Buy