Beam Wealth Advisors’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	$6.41M	Buy	57,523 +8,449	+17%	+$994K	1.59%	12
2025 Q4	$5.59M	Buy	49,074 +2,878	+6%	+$330K	1.53%	12
2025 Q3	$5.26M	Buy	46,196 +12,268	+36%	+$1.37M	1.43%	16
2025 Q2	$3.8M	Buy	33,928 +2,046	+6%	+$216K	1.13%	20
2025 Q1	$3.19M	Buy	31,882 +570	+2%	+$58.1K	1.08%	23
2024 Q4	$3.03M	Sell	31,312 -194	-0.6%	-$19.7K	0.96%	26
2024 Q3	$3.39M	Buy	31,506 +2,975	+10%	+$309K	1.03%	23
2024 Q2	$2.92M	Buy	28,531 +12,467	+78%	+$1.27M	0.97%	22
2024 Q1	$1.67M	Buy	16,064 +80	+0.5%	+$7.96K	1%	24
2023 Q4	$1.55M	Buy	15,984 +1,063	+7%	+$95.3K	0.98%	25
2023 Q3	$1.29M	Sell	14,921 -5,172	-26%	-$477K	0.92%	27
2023 Q2	$1.92M	Buy	+20,093	New	+$1.91M	1.33%	21