Berger Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
32,012
+3,927
| +14% | +$440K | 0.23% | 101 |
|
|
2025
Q1 | $2.81M | Buy |
28,085
+2,985
| +12% | +$299K | 0.19% | 108 |
|
|
2024
Q4 | $2.43M | Buy |
25,100
+500
| +2% | +$48.4K | 0.17% | 116 |
|
|
2024
Q3 | $2.65M | Sell |
24,600
-252
| -1% | -$27.1K | 0.19% | 104 |
|
|
2024
Q2 | $2.54M | Buy |
24,852
+1,561
| +7% | +$160K | 0.2% | 103 |
|
|
2024
Q1 | $2.42M | Sell |
23,291
-1,792
| -7% | -$186K | 0.2% | 106 |
|
|
2023
Q4 | $2.43M | Buy |
25,083
+2,699
| +12% | +$261K | 0.25% | 94 |
|
|
2023
Q3 | $1.93M | Sell |
22,384
-240
| -1% | -$20.7K | 0.22% | 100 |
|
|
2023
Q2 | $2.16M | Buy |
22,624
+1,361
| +6% | +$130K | 0.24% | 90 |
|
|
2023
Q1 | $1.99M | Buy |
21,263
+1,504
| +8% | +$141K | 0.24% | 89 |
|
|
2022
Q4 | $1.65M | Buy |
19,759
+82
| +0.4% | +$6.87K | 0.22% | 87 |
|
|
2022
Q3 | $1.43M | Buy |
19,677
+1,076
| +6% | +$78.1K | 0.21% | 91 |
|
|
2022
Q2 | $1.5M | Buy |
18,601
+15,618
| +524% | +$1.26M | 0.22% | 81 |
|
|
2022
Q1 | $287K | Buy |
+2,983
| New | +$287K | 0.04% | 213 |
|
|
2021
Q1 | – | Sell |
-63,510
| Closed | -$6.41M | – | 202 |
|
|
2020
Q4 | $6.41M | Buy |
+63,510
| New | +$6.41M | 1.12% | 21 |
|