JWS

Juncture Wealth Strategies’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-21,776	Closed	-$2.11M	–	113
2023 Q4	$2.11M	Buy	21,776 +3,292	+18%	+$319K	0.96%	25
2023 Q3	$1.6M	Buy	+18,484	New	+$1.6M	0.78%	30