Kingswood Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Kingswood Wealth Advisors’s Portfolio EFG Stock Details EFG Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.53M	Buy
2025 Q2	$3.38M	Buy
2025 Q1	$2.83M	Sell
2024 Q4	$2.8M	Buy
2024 Q3	$2.76M	Buy
2024 Q2	$1.25M	Buy
2024 Q1	$845K	Sell
2023 Q4	$899K	Buy
2023 Q3	–	Sell
2023 Q2	$244K	Buy