Axis Wealth Partners’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
$1.81M Buy
16,171
+1,715
+12% +$192K 1.19% 23
2025
Q1
$1.45M Sell
14,456
-224
-2% -$22.4K 1.07% 25
2024
Q4
$1.42M Buy
+14,680
New +$1.42M 1.2% 21