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

Copia Wealth Management’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$826K Buy
7,379
+97
+1% +$10.9K 0.7% 36
2025
Q1 		$728K Sell
7,282
-372
-5% -$37.2K 0.67% 36
2024
Q4 		$741K Buy
+7,654
New +$741K 0.71% 34