BWM
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Bernard Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bernard Wealth Management’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13.4K Hold
120
– – 0.01% 204
2025
Q1 		$12K Hold
120
– – 0.01% 217
2024
Q4 		$11.6K Buy
+120
New +$11.6K 0.01% 210