News + Filings Holdings
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SHAKESPEARE WEALTH MANAGEMENT, INC.
> EFG
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | EFG | 179,205 | -5,877 | 17,097,928,000 | -240,539,000 | $95,409.88 |
| 03/31/2023 | iSHARES TRUST | EFG | 185,082 | 6,872 | 17,338,467,000 | 17,325,536,000 | $93,679.92 |
| 09/30/2022 | iSHARES TRUST | EFG | 178,210 | 18,221 | 12,931,000 | 28,000 | $72.56 |
| 06/30/2022 | iSHARES TRUST | EFG | 159,989 | 8,297 | 12,903,000 | -1,929,000 | $80.65 |
| 03/31/2022 | iSHARES TRUST | EFG | 151,692 | 10,757 | 14,832,000 | -712,000 | $97.78 |
| 12/31/2021 | iSHARES TRUST | EFG | 140,935 | 9,858 | 15,544,000 | 1,557,000 | $110.29 |
| 09/30/2021 | iSHARES TRUST | EFG | 131,077 | 2,372 | 13,987,000 | 1,057,000 | $106.71 |
| 03/31/2021 | iSHARES TRUST | EFG | 128,705 | 2,903 | 12,930,000 | 235,000 | $100.46 |
| 12/31/2020 | iSHARES TRUST | EFG | 125,802 | 9,063 | 12,695,000 | 2,202,000 | $100.91 |
| 09/30/2020 | iSHARES TRUST | EFG | 116,739 | 4,608 | 10,493,000 | 1,174,000 | $89.88 |
| 06/30/2020 | iSHARES TRUST | EFG | 112,131 | 18,002 | 9,319,000 | 2,625,000 | $83.11 |
| 03/31/2020 | iSHARES TRUST | EFG | 94,129 | 7,577 | 6,694,000 | -790,000 | $71.12 |
| 12/31/2019 | iSHARES TRUST | EFG | 86,552 | 2,731 | 7,484,000 | 736,000 | $86.47 |
| 09/30/2019 | iSHARES TRUST | EFG | 83,821 | 2,499 | 6,748,000 | 180,000 | $80.50 |
| 06/30/2019 | iSHARES TRUST | EFG | 81,322 | 4,557 | 6,568,000 | 623,000 | $80.77 |
| 03/31/2019 | iSHARES TRUST | EFG | 76,765 | 2,718 | 5,945,000 | 831,000 | $77.44 |
| 12/31/2018 | iSHARES TRUST | EFG | 74,047 | -14,077 | 5,114,000 | -1,942,000 | $69.06 |
| 09/30/2018 | iSHARES TRUST | EFG | 88,124 | 2,591 | 7,056,000 | 316,000 | $80.07 |
| 06/30/2018 | iSHARES TRUST | EFG | 85,533 | 85,533 | 6,740,000 | 6,740,000 | $78.80 |
| 03/31/2018 | iSHARES TRUST | EFG | 81,286 | 81,286 | 6,533,000 | 6,533,000 | $80.37 |
| 12/31/2017 | iSHARES TRUST | EFG | 77,533 | 77,533 | 6,260,000 | 6,260,000 | $80.74 |
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