GWSA
EFG icon

Global Wealth Strategies & Associates’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Global Wealth Strategies & Associates’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 		$284K Sell
2,281
-166
-7% -$20K 0.05% 78
2026
Q1 		$273K Buy
2,447
+25
+1% +$2.94K 0.07% 69
2025
Q4 		$276K Hold
2,422
– – 0.07% 61
2025
Q3 		$276K Sell
2,422
-177
-7% -$19.7K 0.07% 61
2025
Q2 		$291K Sell
2,599
-254
-9% -$26.8K 0.08% 46
2025
Q1 		$285K Sell
2,853
-151
-5% -$15.4K 0.09% 45
2024
Q4 		$291K Hold
3,004
– – 0.09% 39
2024
Q3 		$323K Sell
3,004
-147
-5% -$15.3K 0.11% 31
2024
Q2 		$322K Sell
3,151
-322
-9% -$32.9K 0.12% 29
2024
Q1 		$360K Sell
3,473
-378
-10% -$37.6K 0.14% 30
2023
Q4 		$373K Sell
3,851
-102,867
-96% -$9.22M 0.16% 27
2023
Q3 		$9.21M Buy
106,718
+10,017
+10% +$923K 4.3% 5
2023
Q2 		$9.23M Buy
96,701
+3,947
+4% +$375K 4.33% 7
2023
Q1 		$8.69M Buy
92,754
+27,087
+41% +$2.44M 4.49% 7
2022
Q4 		$5.5M Buy
+65,667
New +$5.31M 3.19% 9

Other funds holding EFG

OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return