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

Fermata 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	$442K	Buy	3,553 +210	+6%	+$25.3K	0.09%	162
2026 Q1	$372K	Sell	3,343 -279	-8%	-$32.8K	0.08%	162
2025 Q4	$413K	Buy	3,622 +1	+0%	+$115	0.1%	145
2025 Q3	$412K	Sell	3,621 -46	-1%	-$5.13K	0.1%	139
2025 Q2	$411K	Sell	3,667 -333	-8%	-$35.1K	0.11%	147
2025 Q1	$400K	Sell	4,000 -261	-6%	-$26.6K	0.07%	185
2024 Q4	$413K	Buy	4,261 +3	+0.1%	+$305	0.08%	165
2024 Q3	$458K	Buy	4,258 +202	+5%	+$21K	0.09%	130
2024 Q2	$415K	Sell	4,056 -150	-4%	-$15.3K	0.1%	125
2024 Q1	$437K	Buy	4,206 +1,361	+48%	+$135K	0.1%	115
2023 Q4	$276K	Buy	+2,845	New	+$255K	0.07%	141

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