Herold Advisors’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 | $282K | Sell |
2,519
-83
| -3% | -$9.3K | 0.06% | 253 |
|
|
2025
Q1 | $260K | Sell |
2,602
-2,360
| -48% | -$236K | 0.06% | 241 |
|
|
2024
Q4 | $480K | Buy |
4,962
+807
| +19% | +$78.1K | 0.1% | 186 |
|
|
2024
Q3 | $447K | Buy |
+4,155
| New | +$447K | 0.1% | 196 |
|
|
2023
Q4 | – | Sell |
-3,487
| Closed | -$301K | – | 246 |
|
|
2023
Q3 | $301K | Sell |
3,487
-519
| -13% | -$44.8K | 0.09% | 200 |
|
|
2023
Q2 | $382K | Sell |
4,006
-148
| -4% | -$14.1K | 0.12% | 176 |
|
|
2023
Q1 | $389K | Buy |
+4,154
| New | +$389K | 0.13% | 158 |
|
|
2022
Q2 | – | Sell |
-150
| Closed | -$14.4K | – | 311 |
|
|
2022
Q1 | $14.4K | Buy |
+150
| New | +$14.4K | 0.01% | 555 |
|
|
2021
Q4 | – | Sell |
-150
| Closed | -$15K | – | 310 |
|
|
2021
Q3 | $15K | Buy |
+150
| New | +$15K | 0.01% | 547 |
|