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Duncan Williams Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Duncan Williams Asset Management’s Portfolio EFG Stock Details EFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.4M Buy
12,459
+7
+0.1% +$784 0.44% 37
2025
Q1 		$1.25M Sell
12,452
-136
-1% -$13.6K 0.45% 37
2024
Q4 		$1.22M Buy
12,588
+886
+8% +$85.8K 0.48% 38
2024
Q3 		$1.26M Buy
+11,702
New +$1.26M 0.69% 25