Ehrlich 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 | $1.8M | Sell |
16,076
-587
| -4% | -$65.7K | 1.17% | 26 |
|
|
2025
Q1 | $1.67M | Sell |
16,663
-30,167
| -64% | -$3.02M | 1.21% | 24 |
|
|
2024
Q4 | $4.53M | Buy |
46,830
+10,810
| +30% | +$1.05M | 3.22% | 7 |
|
|
2024
Q3 | $3.88M | Buy |
36,020
+2,205
| +7% | +$237K | 2.77% | 9 |
|
|
2024
Q2 | $3.46M | Buy |
33,815
+10,832
| +47% | +$1.11M | 2.73% | 10 |
|
|
2024
Q1 | $2.39M | Buy |
22,983
+2,616
| +13% | +$272K | 2.01% | 16 |
|
|
2023
Q4 | $1.97M | Buy |
+20,367
| New | +$1.97M | 1.98% | 15 |
|