Fonville Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$270K Hold
2025
Q2
$266K Hold
2025
Q1
$246K Hold
2024
Q4
$230K Sell
2024
Q3
$260K Sell
2024
Q2
$271K Sell
2024
Q1
$278K Buy
2023
Q4
$242K Buy