ERn Financial LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $285K | Sell |
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|
2025
Q2 | $297K | Buy |
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|
2025
Q1 | $261K | Buy |
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|
2024
Q4 | $244K | Buy |
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|
2024
Q3 | $267K | Buy |
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|
2024
Q2 | $252K | Hold |
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|
2024
Q1 | $256K | Hold |
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|
2023
Q4 | $234K | Hold |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $235K | Hold |
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|
2023
Q1 | $231K | Hold |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $4.68M | Sell |
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|
2021
Q4 | $12.5M | Buy |
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|
2021
Q3 | $10.2M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $872K | Buy |
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|
2018
Q4 | $740K | Buy |
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