Optivise Advisory Services’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	$990K	Sell	8,843 -415	-4%	-$46.5K	0.51%	53
2025 Q1	$926K	Sell	9,258 -808	-8%	-$80.8K	0.52%	47
2024 Q4	$975K	Buy	10,066 +251	+3%	+$24.3K	0.53%	54
2024 Q3	$1.06M	Buy	9,815 +1,045	+12%	+$112K	0.56%	47
2024 Q2	$897K	Buy	+8,770	New	+$897K	0.48%	59