Daymark Wealth Partners’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
Q2
$508K Sell
4,537
-4,384
-49% -$491K 0.02% 350
2025
Q1
$892K Buy
8,921
+3,690
+71% +$369K 0.04% 258
2024
Q4
$507K Buy
+5,231
New +$507K 0.02% 317