Hudock Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-109
| Closed | -$7K | – | 295 |
|
|
2022
Q3 | $7K | Hold |
109
| – | – | ﹤0.01% | 559 |
|
|
2022
Q2 | $8K | Hold |
109
| – | – | ﹤0.01% | 541 |
|
|
2022
Q1 | $10K | Sell |
109
-125
| -53% | -$12.3K | ﹤0.01% | 538 |
|
|
2021
Q4 | $25K | Sell |
234
-93
| -28% | -$10.2K | 0.01% | 417 |
|
|
2021
Q3 | $34K | Hold |
327
| – | – | 0.01% | 375 |
|
|
2021
Q2 | $35K | Hold |
327
| – | – | 0.01% | 368 |
|
|
2021
Q1 | $32K | Sell |
327
-58
| -15% | -$5.9K | 0.01% | 375 |
|
|
2020
Q4 | $38K | Hold |
385
| – | – | 0.01% | 339 |
|
|
2020
Q3 | $34K | Sell |
385
-172
| -31% | -$15.2K | 0.01% | 319 |
|
|
2020
Q2 | $46K | Buy |
557
+1
| +0.2% | +$78 | 0.02% | 276 |
|
|
2020
Q1 | $39K | Sell |
556
-78
| -12% | -$6.32K | 0.02% | 252 |
|
|
2019
Q4 | $55K | Buy |
634
+1
| +0.2% | +$83 | 0.02% | 235 |
|
|
2019
Q3 | $51K | Hold |
633
| – | – | 0.02% | 246 |
|
|
2019
Q2 | $51K | Buy |
633
+1
| +0.2% | +$79 | 0.02% | 240 |
|
|
2019
Q1 | $48K | Hold |
632
| – | – | 0.02% | 242 |
|
|
2018
Q4 | $43K | Hold |
632
| – | – | 0.02% | 241 |
|
|
2018
Q3 | $50K | Buy |
632
+207
| +49% | +$16.5K | 0.02% | 242 |
|
|
2018
Q2 | $33K | Hold |
425
| – | – | 0.01% | 280 |
|
|
2018
Q1 | $34K | Sell |
425
-253
| -37% | -$20.7K | 0.01% | 281 |
|
|
2017
Q4 | $54K | Hold |
678
| – | – | 0.02% | 227 |
|
|
2017
Q3 | $52K | Hold |
678
| – | – | 0.02% | 230 |
|
|
2017
Q2 | $50K | Sell |
678
-1
| -0.1% | -$73 | 0.03% | 221 |
|
|
2017
Q1 | $47K | Buy |
679
+118
| +21% | +$7.9K | 0.03% | 229 |
|
|
2016
Q4 | $35K | Sell |
561
-18
| -3% | -$1.16K | 0.02% | 257 |
|
|
2016
Q3 | $39K | Hold |
579
| – | – | 0.02% | 252 |
|
|
2016
Q2 | $37K | Sell |
579
-22
| -4% | -$1.46K | 0.02% | 261 |
|
|
2016
Q1 | $39K | Sell |
601
-77
| -11% | -$4.87K | 0.02% | 257 |
|
|
2015
Q4 | $45K | Buy |
678
+572
| +540% | +$38.7K | 0.02% | 223 |
|
|
2015
Q3 | $6K | Hold |
106
| – | – | ﹤0.01% | 447 |
|
|
2015
Q2 | $7K | Hold |
106
| – | – | ﹤0.01% | 443 |
|
|
2015
Q1 | $7K | Buy |
+106
| New | +$7.25K | ﹤0.01% | 459 |
|
Other funds holding EFG
PAS
Hudock Inc's EFG Position: Q4 2022 in Review
Hudock Inc sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2022, closing a stake of 109 shares — an estimated $7K sold.
Hudock Inc first reported a position in EFG in Q1 2015 and held it in 31 quarters. The position peaked at $55K in Q4 2019. 763 funds tracked by Wall St. Rank hold EFG as of Q4 2022.
- Hudock Inc reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2022 after selling out during the quarter.
- Hudock Inc sold 109 iShares MSCI EAFE Growth ETF shares in Q4 2022, an estimated $7K.
- Hudock Inc first reported a position in iShares MSCI EAFE Growth ETF in Q1 2015 and held it in 31 quarters.
- Hudock Inc's iShares MSCI EAFE Growth ETF position peaked at $55K in Q4 2019.
- 763 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2022.
Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.