PWM
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Pines Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Pines 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 		$425K Buy
3,811
+41
+1% +$4.57K 0.15% 142
2025
Q1 		$339K Sell
3,770
-2,264
-38% -$203K 0.16% 139
2024
Q4 		$584K Buy
+6,034
New +$584K 0.25% 101