Cornerstone Planning Group’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
Q3
$610K Buy
2025
Q2
$97.5K Sell
2025
Q1
$133K Buy
2024
Q4
$124K Sell
2024
Q3
$279K Sell
2024
Q2
$336K Sell
2024
Q1
$429K Sell
2023
Q4
$601K Sell
2023
Q3
$810K Sell
2023
Q2
$1.07M Buy
2022
Q4
$1.26M Buy