Beacon Financial Planning’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Beacon Financial Planning’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$596K	Sell
2025 Q2	$598K	Sell
2025 Q1	$630K	Buy
2024 Q4	$413K	Buy
2024 Q3	$397K	Buy
2024 Q2	$204K	Buy
2023 Q4	–	Sell
2023 Q3	$201K	Hold
2023 Q2	$222K	Sell
2023 Q1	$236K	Hold
2022 Q4	$211K	Buy