SWM
Sagace Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Buy |
39,907
+17,372
| +77% | +$1.95M | 3.34% | 9 |
|
|
2025
Q1 | $2.25M | Buy |
22,535
+1,299
| +6% | +$130K | 1.7% | 20 |
|
|
2024
Q4 | $2.06M | Buy |
21,236
+1,486
| +8% | +$144K | 1.54% | 23 |
|
|
2024
Q3 | $2.1M | Buy |
19,750
+4,397
| +29% | +$468K | 1.62% | 22 |
|
|
2024
Q2 | $1.59M | Buy |
+15,353
| New | +$1.59M | 1.55% | 23 |
|