Midwest Heritage Bank’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 | $446K | Sell |
3,978
-23
| -0.6% | -$2.58K | 0.17% | 33 |
|
|
2025
Q1 | $400K | Sell |
4,001
-641
| -14% | -$64.1K | 0.16% | 37 |
|
|
2024
Q4 | $449K | Sell |
4,642
-1,868
| -29% | -$181K | 0.21% | 36 |
|
|
2024
Q3 | $701K | Buy |
6,510
+244
| +4% | +$26.3K | 0.33% | 30 |
|
|
2024
Q2 | $641K | Sell |
6,266
-1,182
| -16% | -$121K | 0.32% | 29 |
|
|
2024
Q1 | $773K | Sell |
7,448
-287
| -4% | -$29.8K | 0.41% | 27 |
|
|
2023
Q4 | $749K | Buy |
7,735
+88
| +1% | +$8.52K | 0.51% | 26 |
|
|
2023
Q3 | $660K | Buy |
7,647
+2,458
| +47% | +$212K | 0.5% | 26 |
|
|
2023
Q2 | $495K | Sell |
5,189
-504
| -9% | -$48.1K | 0.38% | 29 |
|
|
2023
Q1 | $533K | Sell |
5,693
-6,902
| -55% | -$647K | 0.43% | 28 |
|
|
2022
Q4 | $1.05M | Sell |
12,595
-1,213
| -9% | -$102K | 1.02% | 24 |
|
|
2022
Q3 | $1M | Sell |
13,808
-1,294
| -9% | -$93.9K | 1.05% | 21 |
|
|
2022
Q2 | $1.22M | Sell |
15,102
-3,248
| -18% | -$262K | 1.1% | 20 |
|
|
2022
Q1 | $1.77M | Sell |
18,350
-1,239
| -6% | -$119K | 1.39% | 17 |
|
|
2021
Q4 | $2.16M | Buy |
+19,589
| New | +$2.16M | 2.1% | 15 |
|