Cyndeo Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cyndeo Wealth Partners’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	$1.78M	Buy
2025 Q2	$1.7M	Buy
2025 Q1	$1.49M	Sell
2024 Q4	$2.53M	Buy
2024 Q3	$2.15M	Sell
2024 Q2	$2.4M	Buy
2024 Q1	$1.19M	Buy
2023 Q4	$695K	Buy