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Legacy Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Legacy Financial Advisors’s Portfolio EFG Stock Details EFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,999
Closed -$400K – 361
2025
Q1 		$400K Sell
3,999
-2,951
-42% -$295K 0.07% 235
2024
Q4 		$673K Buy
+6,950
New +$673K 0.11% 156