Herold Advisors’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 | – | Sell |
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|
2025
Q2 | $282K | Sell |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $480K | Buy |
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|
2024
Q3 | $447K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $301K | Sell |
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|
2023
Q2 | $382K | Sell |
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|
2023
Q1 | $389K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $14.4K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $15K | Buy |
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