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

Grand Wealth Management’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.74K Hold
60
– – ﹤0.01% 71
2025
Q1 		$6.02K Sell
60
-69
-53% -$6.92K ﹤0.01% 66
2024
Q4 		$12.5K Sell
129
-1
-0.8% -$97 0.01% 54
2024
Q3 		$14K Buy
+130
New +$14K 0.01% 53