Congress Wealth Management’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
Q2
$1.35M Buy
12,094
+94
+0.8% +$10.5K 0.01% 631
2025
Q1
$1.2M Buy
+12,000
New +$1.2M 0.01% 592