SWP
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Sagespring Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sagespring Wealth Partners’s Portfolio EFG Stock Details EFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$49.9M Buy
445,172
+18,261
+4% +$2.05M 1.07% 21
2025
Q1 		$42.7M Sell
426,911
-284,549
-40% -$28.5M 1.08% 21
2024
Q4 		$68.9M Buy
+711,460
New +$68.9M 1.82% 14