Cassaday & Co Wealth Management’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
2025
Q2
$23.1M Sell
2025
Q1
$20.8M Sell
2024
Q4
$21.3M Sell
2024
Q3
$23.9M Sell
2024
Q2
$27.7M Sell
2024
Q1
$28.6M Sell
2023
Q4
$27M Buy
2023
Q3
$22.4M Sell
2023
Q2
$25.2M Sell
2023
Q1
$25.2M Sell
2022
Q4
$23.7M Buy