Dakota 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
Q1
Sell
-11,955
Closed -$1.16M 761
2024
Q4
$1.16M Buy
+11,955
New +$1.16M 0.03% 334
2024
Q1
Sell
-21,785
Closed -$2.11M 737
2023
Q4
$2.11M Buy
+21,785
New +$2.11M 0.08% 219