Sax 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
2025 Q2	$1.37M	Buy	12,240 +4,649	+61%	+$521K	0.08%	133
2025 Q1	$759K	Buy	7,591 +8	+0.1%	+$800	0.05%	169
2024 Q4	$734K	Buy	7,583 +97	+1%	+$9.39K	0.06%	155
2024 Q3	$806K	Buy	7,486 +1,547	+26%	+$167K	0.07%	109
2024 Q2	$608K	Buy	+5,939	New	+$608K	0.06%	128