Optivise Advisory Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Optivise Advisory Services’s Portfolio EFG Stock Details EFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$772K	Sell
2025 Q2	$990K	Sell
2025 Q1	$926K	Sell
2024 Q4	$975K	Buy
2024 Q3	$1.06M	Buy
2024 Q2	$897K	Buy