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Lord & Richards Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Lord & Richards Wealth Management’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,752
Closed -$175K – 79
2025
Q1 		$175K Sell
1,752
-2,289
-57% -$229K 0.2% 72
2024
Q4 		$391K Buy
+4,041
New +$391K 0.83% 49