Kelly Financial Group’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
$262K Sell
2,342
-20
-0.8% -$2.24K 0.08% 70
2025
Q1
$236K Sell
2,362
-525
-18% -$52.5K 0.07% 73
2024
Q4
$280K Buy
+2,887
New +$280K 0.1% 59