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

Heritage Family Offices’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
2025 Q3	$440K	Sell
2025 Q2	$391K	Hold
2025 Q1	$388K	Sell
2024 Q4	$379K	Buy
2024 Q3	$367K	Buy
2024 Q2	$310K	Buy