Independent Advisor Alliance’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
$290K Buy
+2,590
New +$290K 0.01% 731
2025
Q1
Sell
-46,524
Closed -$4.5M 937
2024
Q4
$4.5M Buy
+46,524
New +$4.5M 0.06% 292
2020
Q1
Sell
-18,540
Closed -$1.6M 497
2019
Q4
$1.6M Buy
+18,540
New +$1.6M 0.07% 275