Doliver Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Doliver Advisors’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
2026 Q2	$444K	Hold	3,570	–	–	0.1%	136
2026 Q1	$398K	Hold	3,570	–	–	0.09%	131
2025 Q4	$407K	Sell	3,570 -75	-2%	-$8.6K	0.1%	126
2025 Q3	$415K	Sell	3,645 -140	-4%	-$15.6K	0.11%	124
2025 Q2	$424K	Sell	3,785 -75	-2%	-$7.91K	0.12%	119
2025 Q1	$386K	Sell	3,860 -100	-3%	-$10.2K	0.11%	119
2024 Q4	$383K	Sell	3,960 -55	-1%	-$5.59K	0.11%	118
2024 Q3	$432K	Sell	4,015 -153	-4%	-$15.9K	0.12%	104
2024 Q2	$426K	Sell	4,168 -30	-0.7%	-$3.07K	0.12%	102
2024 Q1	$436K	Sell	4,198 -364	-8%	-$36.2K	0.12%	103
2023 Q4	$442K	Sell	4,562 -200	-4%	-$17.9K	0.14%	95
2023 Q3	$411K	Sell	4,762 -70	-1%	-$6.45K	0.12%	100
2023 Q2	$461K	Sell	4,832 -60	-1%	-$5.71K	0.14%	106
2023 Q1	$458K	Buy	+4,892	New	+$440K	0.14%	93

Other funds holding EFG

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return