Ehrlich Financial Group Sells in Q2 2025

Ehrlich Financial Group

  • $154 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XCEM
Columbia ETF Tr Ii

ETFs
-94.7K
- 92.08%
$26.68 - $34.18 $2.53M - $3.24M
8.15K $279M
VIG
Vanguard Dividend Appreciation

ETFs
-6.73K
- 37.53%
N/A
11.2K $2.29B
HEFA
Ishares Currency Hedged Msci E

ETFs
-27.2K
- 76.76%
$32.11 - $38.21 $872K - $1.04M
8.22K $312M
AVUS
American Centy ETF Tr Avantis

ETFs
-15K
- 19.66%
$81.38 - $100.82 $1.22M - $1.51M
61.2K $6.17B
SPTS
Spdr Portfolio Short Term Trea

ETFs
-28.7K
- 40.24%
$29.07 - $29.38 $835K - $844K
42.7K $1.25B
XLF
Financial Sector Spdr

ETFs
-16K
- 63.26%
$43.92 - $52.37 $703K - $838K
9.29K $487M
ILF
Ishares Latin America 40 ETF

ETFs
-26.2K
- 72.53%
$21.35 - $26.21 $559K - $687K
9.92K $260M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-11.1K
- 32.79%
$50.08 - $63.14 $557K - $702K
22.8K $1.44B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-15.9K
- 60.76%
$22.4 - $23.8 $356K - $378K
10.3K $244M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.06K
- 38.24%
$416.06 - $551.64 $440K - $584K
1.71K $943M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.22K
- 15.86%
$83.97 - $92.85 $186K - $206K
11.8K $1.04B
SHV
Ishares Tr

ETFs
-1.95K
- 13.05%
$110.06 - $110.46 $214K - $215K
13K $1.43B
FDIS
Fidelity Covington Tr Msci Con

ETFs
-1.81K
- 45.11%
$75.33 - $94.56 $136K - $171K
2.2K $207M
CMF
Ishares California Muni Bond E

ETFs
-1.28K
- 1.46%
$54.52 - $56.7 $69.9K - $72.7K
86.7K $4.83B
VO
Vanguard Mid Cap ETF

ETFs
-565
- 27.32%
$228.54 - $279.83 $129K - $158K
1.5K $421M
EXI
Ishares Global Industrials ETF

ETFs
-979
- 33.47%
$129.37 - $165.0 $127K - $162K
1.95K $322M
MBB
Ishares Tr

ETFs
-523
- 11.23%
$91.41 - $94.22 $47.8K - $49.3K
4.13K $388M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-140
- 21.31%
$456.74 - $568.03 $63.9K - $79.5K
517 $294M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-813
- 2.58%
$49.18 - $50.16 $40K - $40.8K
30.7K $1.54B
MUB
Ishares National Muni Bond ETF

ETFs
-253
- 2.9%
$102.31 - $105.8 $25.9K - $26.8K
8.48K $886M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-629
- 17.79%
$78.98 - $90.1 $49.7K - $56.7K
2.91K $262M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-182
- 3.7%
$121.58 - $136.74 $22.1K - $24.9K
4.74K $643M
BAR
Granite Shares Gold Trust

ETFs
-1.01K
- 5.93%
$29.34 - $33.87 $29.7K - $34.3K
16.1K $524M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-196
- 2.02%
$91.23 - $97.27 $17.9K - $19.1K
9.48K $923M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-125
- 3.61%
$51.16 - $62.02 $6.4K - $7.75K
3.33K $207M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-372
- 5.36%
$152.42 - $182.82 $56.7K - $68K
6.57K $1.2B
IEMG
Ishares Inc

ETFs
-34
- 0.86%
N/A
3.91K $234M
DE
Deere & CO

Industrials
-4
- 0.65%
$412.99 - $531.48 $1.65K - $2.13K
616 $313M
VTV
Vanguard Value ETF

ETFs
-73
- 0.72%
$153.67 - $176.74 $11.2K - $12.9K
10K $1.77B
XLC
Select Sector Spdr Tr Communic

ETFs
-22
- 0.57%
$86.13 - $108.53 $1.89K - $2.39K
3.81K $414M
AXP
American Express CO

Financial Services
-3
- 0.27%
$231.39 - $318.98 $694 - $957
1.12K $356M
IVE
Ishares S&P 500 Value ETF

ETFs
-712
- 1.69%
$168.34 - $195.42 $120K - $139K
41.5K $8.12B
IVV
Ishares Core S&P 500 ETF

ETFs
-177
- 5.44%
$498.8 - $620.9 $88.3K - $110K
3.08K $1.91B
Blackrock ETF Trust
-876
- 0.86%
N/A
101K $2.77B
EFG
Msci Eafe Growth ETF

ETFs
-587
- 3.52%
$89.8 - $112.0 $52.7K - $65.7K
16.1K $1.8B
MSFT
Microsoft Corp

Technology
-13
- 1.06%
$354.56 - $497.45 $4.61K - $6.47K
1.21K $602M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-292
- 4.54%
$139.8 - $197.22 $40.8K - $57.6K
6.14K $1.21B
AVGO
Broadcom Inc.

Technology
-74
- 3.54%
$146.29 - $275.65 $10.8K - $20.4K
2.02K $556M
Activity Summary
Buys All Purchases 63 New Holdings 19 Increased Positions 44 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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