Glassman Wealth Services’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
2026 Q1	$12.1K	Hold	109	–	–	﹤0.01%	151
2025 Q4	$12.4K	Hold	109	–	–	﹤0.01%	159
2025 Q3	$12.4K	Hold	109	–	–	﹤0.01%	146
2025 Q2	$12.2K	Sell	109 -24	-18%	-$2.53K	﹤0.01%	141
2025 Q1	$13.3K	Buy	133 +5	+4%	+$510	﹤0.01%	144
2024 Q4	$12.4K	Buy	+128	New	+$13K	﹤0.01%	136
2024 Q3	–	Sell	-525	Closed	-$53.7K	–	185
2024 Q2	$53.7K	Buy	+525	New	+$53.7K	0.01%	113
2022 Q3	–	Sell	-1,217	Closed	-$98K	–	1744
2022 Q2	$98K	Hold	1,217	–	–	0.02%	255
2022 Q1	$117K	Sell	1,217 -106	-8%	-$10.4K	0.02%	233
2021 Q4	$146K	Hold	1,323	–	–	0.03%	192
2021 Q3	$141K	Hold	1,323	–	–	0.03%	187
2021 Q2	$142K	Buy	1,323 +1	+0.1%	+$106	0.03%	181
2021 Q1	$133K	Buy	1,322 +105	+9%	+$10.7K	0.03%	186
2020 Q4	$123K	Buy	1,217 +767	+170%	+$72.6K	0.03%	200
2020 Q3	$40K	Buy	+450	New	+$39.9K	0.01%	335
2020 Q2	–	Sell	-200	Closed	-$14K	–	1304
2020 Q1	$14K	Buy	+200	New	+$16.2K	0.01%	383