BankPlus Wealth 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
$3.31M Buy
29,517
+2,156
+8% +$241K 2.19% 8
2025
Q1
$2.74M Buy
27,361
+1,793
+7% +$179K 2.01% 8
2024
Q4
$2.48M Buy
+25,568
New +$2.48M 1.84% 12