HGWM
Horst & Graben Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Sell |
116,529
-858
| -0.7% | -$96.1K | 2.16% | 15 |
|
|
2025
Q1 | $11.7M | Sell |
117,387
-86,945
| -43% | -$8.69M | 2.11% | 14 |
|
|
2024
Q4 | $19.8M | Buy |
204,332
+11,313
| +6% | +$1.1M | 3.52% | 9 |
|
|
2024
Q3 | $20.8M | Sell |
193,019
-8,429
| -4% | -$907K | 3.73% | 8 |
|
|
2024
Q2 | $20.6M | Buy |
201,448
+71,797
| +55% | +$7.34M | 3.94% | 7 |
|
|
2024
Q1 | $13.5M | Buy |
129,651
+6,315
| +5% | +$655K | 2.74% | 11 |
|
|
2023
Q4 | $11.9M | Sell |
123,336
-67,397
| -35% | -$6.53M | 2.62% | 11 |
|
|
2023
Q3 | $16.5M | Sell |
190,733
-32,721
| -15% | -$2.82M | 4.05% | 8 |
|
|
2023
Q2 | $21.3M | Buy |
223,454
+11,099
| +5% | +$1.06M | 5.09% | 6 |
|
|
2023
Q1 | $19.9M | Buy |
212,355
+60,520
| +40% | +$5.67M | 4.93% | 6 |
|
|
2022
Q4 | $12.7M | Buy |
151,835
+62
| +0% | +$5.19K | 3.33% | 10 |
|
|
2022
Q3 | $11M | Buy |
151,773
+47,453
| +45% | +$3.44M | 3.12% | 9 |
|
|
2022
Q2 | $8.4M | Buy |
104,320
+5,583
| +6% | +$449K | 2.28% | 11 |
|
|
2022
Q1 | $9.51M | Sell |
98,737
-39,313
| -28% | -$3.78M | 2.32% | 12 |
|
|
2021
Q4 | $15.2M | Buy |
138,050
+19,525
| +16% | +$2.15M | 3.81% | 7 |
|
|
2021
Q3 | $12.6M | Buy |
118,525
+35,238
| +42% | +$3.75M | 3.48% | 9 |
|
|
2021
Q2 | $8.94M | Buy |
83,287
+11,042
| +15% | +$1.18M | 2.49% | 13 |
|
|
2021
Q1 | $7.26M | Buy |
72,245
+1,336
| +2% | +$134K | 2.28% | 13 |
|
|
2020
Q4 | $7.16M | Buy |
70,909
+17,749
| +33% | +$1.79M | 2.47% | 12 |
|
|
2020
Q3 | $4.78M | Buy |
53,160
+13,134
| +33% | +$1.18M | 1.85% | 13 |
|
|
2020
Q2 | $3.33M | Buy |
+40,026
| New | +$3.33M | 1.46% | 13 |
|