RDA Financial Network’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-6,136	Closed	-$687K	–	265
2025 Q2	$687K	Sell	6,136 -102	-2%	-$10.8K	0.19%	120
2025 Q1	$624K	Sell	6,238 -5,715	-48%	-$583K	0.19%	117
2024 Q4	$1.16M	Buy	11,953 +4,277	+56%	+$435K	0.34%	87
2024 Q3	$826K	Buy	7,676 +723	+10%	+$75K	0.26%	104
2024 Q2	$711K	Buy	+6,953	New	+$711K	0.23%	105
2023 Q3	–	Sell	-2,155	Closed	-$206K	–	223
2023 Q2	$206K	Buy	2,155 +15	+0.7%	+$1.43K	0.09%	214
2023 Q1	$200K	Buy	+2,140	New	+$192K	0.09%	213
2022 Q2	–	Sell	-2,209	Closed	-$213K	–	220
2022 Q1	$213K	Buy	+2,209	New	+$217K	0.09%	205
2021 Q2	–	Sell	-4,187	Closed	-$421K	–	227
2021 Q1	$421K	Sell	4,187 -69	-2%	-$7.02K	0.18%	134
2020 Q4	$429K	Sell	4,256 -4,170	-49%	-$395K	0.19%	123
2020 Q3	$757K	Buy	8,426 +13	+0.2%	+$1.15K	0.34%	77
2020 Q2	$699K	Buy	+8,413	New	+$657K	0.35%	74