GYL Financial Synergies’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
2024 Q3	$525K	Sell	4,880 -22	-0.4%	-$2.28K	0.04%	234
2024 Q2	$501K	Buy	4,902 +2	+0%	+$204	0.04%	234
2024 Q1	$509K	Hold	4,900	–	–	0.04%	239
2023 Q4	$475K	Buy	4,900 +2	+0%	+$179	0.04%	243
2023 Q3	$423K	Hold	4,898	–	–	0.04%	248
2023 Q2	$467K	Buy	4,898 +2	+0%	+$190	0.04%	245
2023 Q1	$459K	Sell	4,896 -3,857	-44%	-$347K	0.06%	195
2022 Q4	$733K	Buy	8,753 +598	+7%	+$48.3K	0.16%	91
2022 Q3	$592K	Buy	8,155 +3,345	+70%	+$273K	0.16%	88
2022 Q2	$387K	Buy	4,810 +2,123	+79%	+$184K	0.11%	123
2022 Q1	$259K	Buy	2,687 +17	+0.6%	+$1.67K	0.06%	173
2021 Q4	$294K	Buy	2,670 +492	+23%	+$53.9K	0.08%	168
2021 Q3	$232K	Buy	2,178 +75	+4%	+$8.26K	0.12%	168
2021 Q2	$226K	Hold	2,103	–	–	0.12%	165
2021 Q1	$211K	Hold	2,103	–	–	0.12%	169
2020 Q4	$212K	Buy	+2,103	New	+$199K	0.12%	161
2020 Q2	–	Sell	-6,513	Closed	-$463K	–	157
2020 Q1	$463K	Buy	6,513 +129	+2%	+$10.4K	0.3%	64
2019 Q4	$552K	Buy	6,384 +419	+7%	+$35K	0.24%	73
2019 Q3	$480K	Hold	5,965	–	–	0.24%	81
2019 Q2	$482K	Hold	5,965	–	–	0.25%	69
2019 Q1	$462K	Hold	5,965	–	–	0.26%	71
2018 Q4	$412K	Buy	+5,965	New	+$435K	0.3%	68