HRC Wealth Management’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 | $678K | Buy |
6,055
+24
| +0.4% | +$2.69K | 0.36% | 26 |
|
|
2025
Q1 | $603K | Sell |
6,031
-961
| -14% | -$96.1K | 0.37% | 23 |
|
|
2024
Q4 | $677K | Buy |
6,992
+530
| +8% | +$51.3K | 0.4% | 20 |
|
|
2024
Q3 | $696K | Hold |
6,462
| – | – | 0.45% | 15 |
|
|
2024
Q2 | $661K | Buy |
6,462
+44
| +0.7% | +$4.5K | 0.45% | 15 |
|
|
2024
Q1 | $666K | Sell |
6,418
-18
| -0.3% | -$1.87K | 0.49% | 14 |
|
|
2023
Q4 | $623K | Buy |
+6,436
| New | +$623K | 0.54% | 13 |
|