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

Connecticut 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 Q3	$386K	Hold
2025 Q2	$379K	Sell
2025 Q1	$341K	Hold
2024 Q4	$330K	Buy
2024 Q3	$365K	Buy
2024 Q2	$336K	Sell
2024 Q1	$418K	Hold
2023 Q4	$390K	Sell
2023 Q3	$355K	Buy