CWM
EFG icon

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

Centricity Wealth Management’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
Q2 		$58.5K Hold
522
– – 0.05% 153
2025
Q1 		$52.2K Hold
522
– – 0.05% 167
2024
Q4 		$50.5K Buy
+522
New +$53K 0.05% 166

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