Sheets Smith Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sheets Smith Wealth Management’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$515K	Sell	4,140 -71	-2%	-$8.56K	0.05%	296
2026 Q1	$469K	Buy	4,211 +51	+1%	+$6K	0.05%	296
2025 Q4	$474K	Sell	4,160 -107	-3%	-$12.3K	0.05%	284
2025 Q3	$486K	Sell	4,267 -28	-0.7%	-$3.12K	0.06%	285
2025 Q2	$481K	Sell	4,295 -610	-12%	-$64.3K	0.06%	288
2025 Q1	$491K	Sell	4,905 -177	-3%	-$18K	0.06%	257
2024 Q4	$492K	Sell	5,082 -341	-6%	-$34.7K	0.06%	266
2024 Q3	$584K	Sell	5,423 -12	-0.2%	-$1.25K	0.07%	228
2024 Q2	$556K	Buy	5,435 +41	+0.8%	+$4.19K	0.07%	229
2024 Q1	$560K	Sell	5,394 -160	-3%	-$15.9K	0.06%	226
2023 Q4	$538K	Buy	5,554 +101	+2%	+$9.05K	0.08%	202
2023 Q3	$471K	Sell	5,453 -122	-2%	-$11.2K	0.07%	206
2023 Q2	$532K	Sell	5,575 -292	-5%	-$27.8K	0.08%	199
2023 Q1	$550K	Sell	5,867 -61	-1%	-$5.49K	0.08%	187
2022 Q4	$497K	Sell	5,928 -2,448	-29%	-$198K	0.08%	196
2022 Q3	$608K	Hold	8,376	–	–	0.1%	168
2022 Q2	$674K	Sell	8,376 -493	-6%	-$42.8K	0.11%	156
2022 Q1	$854K	Buy	8,869 +228	+3%	+$22.4K	0.12%	157
2021 Q4	$953K	Sell	8,641 -549	-6%	-$60.1K	0.12%	160
2021 Q3	$978K	Sell	9,190 -258	-3%	-$28.4K	0.13%	147
2021 Q2	$1.01M	Sell	9,448 -1,415	-13%	-$150K	0.14%	148
2021 Q1	$1.09M	Sell	10,863 -23,474	-68%	-$2.39M	0.16%	134
2020 Q4	$3.46M	Sell	34,337 -702	-2%	-$66.4K	0.52%	53
2020 Q3	$3.15M	Buy	35,039 +281	+0.8%	+$24.9K	0.55%	50
2020 Q2	$2.89M	Buy	34,758 +27,164	+358%	+$2.12M	0.58%	46
2020 Q1	$540K	Buy	7,594 +3,861	+103%	+$313K	0.11%	153
2019 Q4	$323K	Sell	3,733 -8,746	-70%	-$730K	0.06%	259
2019 Q3	$1M	Sell	12,479 -140	-1%	-$11.2K	0.21%	119
2019 Q2	$1.02M	Buy	12,619 +50	+0.4%	+$3.95K	0.21%	119
2019 Q1	$973K	Buy	12,569 +163	+1%	+$12.1K	0.21%	126
2018 Q4	$857K	Buy	12,406 +9,176	+284%	+$669K	0.23%	113
2018 Q3	$259K	Buy	3,230 +535	+20%	+$42.7K	0.05%	302
2018 Q2	$212K	Sell	2,695 -5,905	-69%	-$478K	0.05%	295
2018 Q1	$691K	Sell	8,600 -221	-3%	-$18K	0.17%	150
2017 Q4	$712K	Buy	8,821 +475	+6%	+$37.6K	0.17%	153
2017 Q3	$646K	Sell	8,346 -912	-10%	-$69.1K	0.16%	160
2017 Q2	$685K	Buy	9,258 +57	+0.6%	+$4.16K	0.18%	144
2017 Q1	$639K	Buy	9,201 +131	+1%	+$8.78K	0.17%	156
2016 Q4	$578K	Buy	9,070 +1,074	+13%	+$69.4K	0.16%	171
2016 Q3	$547K	Buy	7,996 +161	+2%	+$10.9K	0.15%	172
2016 Q2	$513K	Buy	7,835 +391	+5%	+$25.9K	0.15%	173
2016 Q1	$490K	Sell	7,444 -46	-0.6%	-$2.91K	0.15%	153
2015 Q4	$503K	Buy	7,490 +687	+10%	+$46.5K	0.15%	156
2015 Q3	$434K	Sell	6,803 -18	-0.3%	-$1.23K	0.15%	141
2015 Q2	$477K	Sell	6,821 -37	-0.5%	-$2.69K	0.13%	168
2015 Q1	$481K	Buy	6,858 +2,143	+45%	+$146K	0.13%	168
2014 Q4	$310K	Buy	4,715 +573	+14%	+$38.4K	0.08%	193
2014 Q3	$282K	Buy	+4,142	New	+$293K	0.08%	197
2014 Q2	–	Sell	-3,639	Closed	-$258K	–	267
2014 Q1	$258K	Buy	3,639 +664	+22%	+$46.4K	0.07%	205
2013 Q4	$213K	Buy	+2,975	New	+$206K	0.06%	237