Canopy 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 Q1	–	Sell	-9,791	Closed	-$948K	–	221
2024 Q4	$948K	Sell	9,791 -60	-0.6%	-$5.81K	0.36%	60
2024 Q3	$1.06M	Hold	9,851	–	–	0.46%	43
2024 Q2	$1.01M	Buy	9,851 +45	+0.5%	+$4.6K	0.47%	40
2024 Q1	$1.02M	Buy	+9,806	New	+$1.02M	0.5%	41