HWMA
EFG icon

Heritage Wealth Management (Arizona)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$310K Sell
3,026
-252
-8% -$25.8K 0.17% 113
2024
Q1 		$340K Sell
3,278
-117
-3% -$11.6K 0.17% 116
2023
Q4 		$329K Buy
+3,395
New +$304K 0.18% 110
2022
Q4 		$712K Buy
8,500
+4,197
+98% +$339K 0.1% 145
2022
Q3 		$312K Sell
4,303
-756
-15% -$61.7K 0.1% 145
2022
Q2 		$407K Sell
5,059
-406
-7% -$35.3K 0.14% 113
2022
Q1 		$526K Buy
+5,465
New +$537K 0.14% 107
2021
Q3 		$873K Sell
8,198
-2,042
-20% -$225K 0.31% 60
2021
Q2 		$1.1M Sell
10,240
-5,384
-34% -$572K 0.42% 52
2021
Q1 		$1.57M Buy
+15,624
New +$1.59M 0.88% 22

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BlackRock
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