Mendel Capital 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 | $1.85M | Buy |
16,489
+1,629
| +11% | +$182K | 1.05% | 20 |
|
|
2025
Q1 | $1.49M | Buy |
14,860
+2,045
| +16% | +$205K | 0.9% | 27 |
|
|
2024
Q4 | $1.24M | Sell |
12,815
-345
| -3% | -$33.4K | 0.75% | 33 |
|
|
2024
Q3 | $1.42M | Buy |
13,160
+1,779
| +16% | +$192K | 0.87% | 30 |
|
|
2024
Q2 | $1.16M | Buy |
11,381
+144
| +1% | +$14.7K | 0.75% | 33 |
|
|
2024
Q1 | $1.17M | Buy |
11,237
+51
| +0.5% | +$5.29K | 0.77% | 30 |
|
|
2023
Q4 | $1.08M | Buy |
11,186
+600
| +6% | +$58.1K | 0.78% | 29 |
|
|
2023
Q3 | $914K | Buy |
10,586
+2,248
| +27% | +$194K | 0.75% | 30 |
|
|
2023
Q2 | $796K | Buy |
8,338
+5,334
| +178% | +$509K | 0.64% | 40 |
|
|
2023
Q1 | $281K | Buy |
+3,004
| New | +$281K | 0.25% | 64 |
|