Horst & Graben Wealth Management’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
2026 Q1	$1.8M	Buy	15,184 +342	+2%	+$40.2K	0.25%	59
2025 Q4	$1.69M	Sell	14,842 -8,967	-38%	-$1.03M	0.26%	52
2025 Q3	$2.71M	Sell	23,809 -92,720	-80%	-$10.3M	0.41%	43
2025 Q2	$13.1M	Sell	116,529 -858	-0.7%	-$90.5K	2.16%	15
2025 Q1	$11.7M	Sell	117,387 -86,945	-43%	-$8.86M	2.11%	14
2024 Q4	$19.8M	Buy	204,332 +11,313	+6%	+$1.15M	3.52%	9
2024 Q3	$20.8M	Sell	193,019 -8,429	-4%	-$874K	3.73%	8
2024 Q2	$20.6M	Buy	201,448 +71,797	+55%	+$7.34M	3.94%	7
2024 Q1	$13.5M	Buy	129,651 +6,315	+5%	+$629K	2.74%	11
2023 Q4	$11.9M	Sell	123,336 -67,397	-35%	-$6.04M	2.62%	11
2023 Q3	$16.5M	Sell	190,733 -32,721	-15%	-$3.02M	4.05%	8
2023 Q2	$21.3M	Buy	223,454 +11,099	+5%	+$1.06M	5.09%	6
2023 Q1	$19.9M	Buy	212,355 +60,520	+40%	+$5.44M	4.93%	6
2022 Q4	$12.7M	Buy	151,835 +62	+0%	+$5.01K	3.33%	10
2022 Q3	$11M	Buy	151,773 +47,453	+45%	+$3.87M	3.12%	9
2022 Q2	$8.4M	Buy	104,320 +5,583	+6%	+$485K	2.28%	11
2022 Q1	$9.51M	Sell	98,737 -39,313	-28%	-$3.87M	2.32%	12
2021 Q4	$15.2M	Buy	138,050 +19,525	+16%	+$2.14M	3.81%	7
2021 Q3	$12.6M	Buy	118,525 +35,238	+42%	+$3.88M	3.48%	9
2021 Q2	$8.94M	Buy	83,287 +11,042	+15%	+$1.17M	2.49%	13
2021 Q1	$7.26M	Buy	72,245 +1,336	+2%	+$136K	2.28%	13
2020 Q4	$7.16M	Buy	70,909 +17,749	+33%	+$1.68M	2.47%	12
2020 Q3	$4.78M	Buy	53,160 +13,134	+33%	+$1.16M	1.85%	13
2020 Q2	$3.33M	Buy	+40,026	New	+$3.13M	1.46%	13