Neumann 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 | $238K | Hold |
2,125
| – | – | 0.07% | 96 |
|
|
2025
Q1 | $213K | Hold |
2,125
| – | – | 0.07% | 98 |
|
|
2024
Q4 | $206K | Hold |
2,125
| – | – | 0.07% | 100 |
|
|
2024
Q3 | $229K | Hold |
2,125
| – | – | 0.08% | 98 |
|
|
2024
Q2 | $217K | Sell |
2,125
-102
| -5% | -$10.4K | 0.07% | 95 |
|
|
2024
Q1 | $231K | Sell |
2,227
-102
| -4% | -$10.6K | 0.08% | 95 |
|
|
2023
Q4 | $226K | Hold |
2,329
| – | – | 0.09% | 91 |
|
|
2023
Q3 | $201K | Buy |
2,329
+204
| +10% | +$17.6K | 0.09% | 92 |
|
|
2023
Q2 | $203K | Buy |
+2,125
| New | +$203K | 0.08% | 91 |
|
|
2022
Q2 | – | Sell |
-2,125
| Closed | -$205K | – | 82 |
|
|
2022
Q1 | $205K | Hold |
2,125
| – | – | 0.09% | 86 |
|
|
2021
Q4 | $234K | Hold |
2,125
| – | – | 0.1% | 85 |
|
|
2021
Q3 | $226K | Hold |
2,125
| – | – | 0.1% | 82 |
|
|
2021
Q2 | $228K | Hold |
2,125
| – | – | 0.1% | 81 |
|
|
2021
Q1 | $213K | Hold |
2,125
| – | – | 0.1% | 79 |
|
|
2020
Q4 | $214K | Buy |
+2,125
| New | +$214K | 0.11% | 76 |
|