NFP Retirement Inc’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
$3.8M Buy
+33,943
New +$3.8M 0.25% 63
2023
Q2
Sell
-13,182
Closed -$1.23M 233
2023
Q1
$1.23M Buy
13,182
+6,184
+88% +$579K 0.25% 82
2022
Q4
$586K Buy
6,998
+1,447
+26% +$121K 0.13% 131
2022
Q3
$403K Buy
+5,551
New +$403K 0.1% 154