Avidian Wealth Enterprises’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.46M	Buy	13,073 +7,553	+137%	+$888K	0.05%	234
2025 Q4	$629K	Sell	5,520 -2,621	-32%	-$300K	0.02%	324
2025 Q3	$927K	Sell	8,141 -11,333	-58%	-$1.26M	0.03%	237
2025 Q2	$2.18M	Sell	19,474 -175	-0.9%	-$18.5K	0.09%	122
2025 Q1	$1.96M	Sell	19,649 -15,082	-43%	-$1.54M	0.09%	127
2024 Q4	$3.36M	Buy	34,731 +6,054	+21%	+$615K	0.15%	89
2024 Q3	$3.09M	Sell	28,677 -3,622	-11%	-$376K	0.14%	90
2024 Q2	$3.3M	Buy	32,299 +7,541	+30%	+$771K	0.16%	85
2024 Q1	$2.57M	Sell	24,758 -1,277	-5%	-$127K	0.14%	95
2023 Q4	$2.52M	Sell	26,035 -61,560	-70%	-$5.52M	0.16%	92
2023 Q3	$7.56M	Sell	87,595 -3,020	-3%	-$278K	0.53%	40
2023 Q2	$8.65M	Buy	90,615 +3,451	+4%	+$328K	0.57%	39
2023 Q1	$8.17M	Buy	87,164 +56,916	+188%	+$5.12M	0.45%	54
2022 Q4	$2.53M	Sell	30,248 -1,863	-6%	-$151K	0.17%	105
2022 Q3	$2.33M	Buy	32,111 +5,371	+20%	+$438K	0.17%	86
2022 Q2	$2.15M	Buy	26,740 +2,616	+11%	+$227K	0.15%	102
2022 Q1	$2.32M	Sell	24,124 -8,777	-27%	-$863K	0.14%	110
2021 Q4	$3.63M	Buy	32,901 +20,095	+157%	+$2.2M	0.23%	81
2021 Q3	$1.36M	Buy	12,806 +1,707	+15%	+$188K	0.1%	108
2021 Q2	$1.19M	Sell	11,099 -910	-8%	-$96.7K	0.09%	117
2021 Q1	$1.21M	Sell	12,009 -1,851	-13%	-$188K	0.1%	111
2020 Q4	$1.4M	Sell	13,860 -988	-7%	-$93.5K	0.13%	94
2020 Q3	$1.33M	Buy	14,848 +2,631	+22%	+$233K	0.15%	87
2020 Q2	$1.01M	Buy	+12,217	New	+$954K	0.14%	89