Heritage Family Offices’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$391K	Hold	3,881	–	–	0.2%	107
2025 Q1	$388K	Sell	3,881 -29	-0.7%	-$2.9K	0.2%	107
2024 Q4	$379K	Buy	3,910 +503	+15%	+$48.7K	0.19%	106
2024 Q3	$367K	Buy	3,407 +381	+13%	+$41K	0.19%	108
2024 Q2	$310K	Buy	+3,026	New	+$310K	0.17%	113