ORG Wealth Partners’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	$263K	Sell	2,356 -22	-0.9%	-$2.46K	0.06%	158
2025 Q1	$238K	Buy	2,378 +175	+8%	+$17.5K	0.07%	171
2024 Q4	$213K	Buy	2,203 +540	+32%	+$52.3K	0.07%	120
2024 Q3	$179K	Buy	+1,663	New	+$179K	0.06%	131