Lifelong Wealth Advisors’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
$2.94M Buy
26,207
+1,521
+6% +$170K 0.97% 18
2025
Q1
$2.47M Sell
24,686
-18,665
-43% -$1.87M 1.16% 15
2024
Q4
$4.2M Buy
+43,351
New +$4.2M 1.89% 9