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
2024 Q1	$340K	Sell
2023 Q4	$329K	Buy
2022 Q4	$712K	Buy
2022 Q3	$312K	Sell
2022 Q2	$407K	Sell
2022 Q1	$526K	Buy
2021 Q3	$873K	Sell
2021 Q2	$1.1M	Sell
2021 Q1	$1.57M	Buy