Rooted Wealth Advisors’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
2023 Q2	–	Sell	-2,192	Closed	-$209K	–	91
2023 Q1	$209K	Sell	2,192 -556	-20%	-$53K	0.16%	82
2022 Q4	$230K	Buy	+2,748	New	+$230K	0.19%	62