Howe & Rusling’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 | $144K | Hold |
1,290
| – | – | 0.01% | 295 |
|
|
2025
Q1 | $129K | Sell |
1,290
-671
| -34% | -$67.1K | 0.01% | 284 |
|
|
2024
Q4 | $190K | Buy |
1,961
+1,945
| +12,156% | +$188K | 0.02% | 257 |
|
|
2024
Q3 | $1.72K | Buy |
+16
| New | +$1.72K | ﹤0.01% | 392 |
|
|
2024
Q1 | – | Sell |
-127
| Closed | -$12.3K | – | 386 |
|
|
2023
Q4 | $12.3K | Buy |
+127
| New | +$12.3K | ﹤0.01% | 320 |
|
|
2022
Q3 | – | Sell |
-125
| Closed | -$10K | – | 1092 |
|
|
2022
Q2 | $10K | Buy |
+125
| New | +$10K | ﹤0.01% | 539 |
|
|
2015
Q1 | – | Sell |
-70
| Closed | -$5K | – | 946 |
|
|
2014
Q4 | $5K | Hold |
70
| – | – | ﹤0.01% | 609 |
|
|
2014
Q3 | $5K | Hold |
70
| – | – | ﹤0.01% | 594 |
|
|
2014
Q2 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 604 |
|