HB Wealth Management’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 | $721K | Sell |
6,437
-50
| -0.8% | -$5.6K | 0.01% | 606 |
|
|
2025
Q1 | $649K | Buy |
+6,487
| New | +$649K | 0.01% | 667 |
|
|
2022
Q4 | – | Sell |
-2,943
| Closed | -$214K | – | 688 |
|
|
2022
Q3 | $214K | Sell |
2,943
-690
| -19% | -$50.2K | ﹤0.01% | 528 |
|
|
2022
Q2 | $292K | Sell |
3,633
-165
| -4% | -$13.3K | 0.01% | 442 |
|
|
2022
Q1 | $366K | Hold |
3,798
| – | – | 0.01% | 405 |
|
|
2021
Q4 | $419K | Buy |
+3,798
| New | +$419K | 0.01% | 331 |
|