Hutchens & Kramer Investment Management Group’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 | $1.18M | Sell |
10,580
-1,240
| -10% | -$138K | 0.54% | 40 |
|
|
2025
Q1 | $1.18M | Sell |
11,820
-6,507
| -36% | -$651K | 0.65% | 35 |
|
|
2024
Q4 | $1.77M | Buy |
18,327
+1,010
| +6% | +$97.8K | 0.96% | 24 |
|
|
2024
Q3 | $1.85M | Buy |
17,317
+2,411
| +16% | +$258K | 1.03% | 22 |
|
|
2024
Q2 | $1.52M | Buy |
14,906
+3,938
| +36% | +$402K | 0.84% | 24 |
|
|
2024
Q1 | $1.13M | Buy |
10,968
+2,940
| +37% | +$304K | 0.67% | 26 |
|
|
2023
Q4 | $778K | Sell |
8,028
-1,452
| -15% | -$141K | 0.55% | 41 |
|
|
2023
Q3 | $806K | Sell |
9,480
-143
| -1% | -$12.2K | 0.64% | 36 |
|
|
2023
Q2 | $918K | Buy |
9,623
+1,698
| +21% | +$162K | 0.73% | 36 |
|
|
2023
Q1 | $742K | Sell |
7,925
-672
| -8% | -$63K | 0.64% | 43 |
|
|
2022
Q4 | $720K | Buy |
8,597
+188
| +2% | +$15.7K | 0.53% | 46 |
|
|
2022
Q3 | $622K | Sell |
8,409
-59
| -0.7% | -$4.36K | 0.51% | 44 |
|
|
2022
Q2 | $683K | Sell |
8,468
-489
| -5% | -$39.4K | 0.5% | 49 |
|
|
2022
Q1 | $868K | Hold |
8,957
| – | – | 0.48% | 50 |
|
|
2021
Q4 | $868K | Buy |
+8,957
| New | +$868K | 0.55% | 42 |
|