Shum Financial Group’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 Q1	$1.61M	Buy	16,136 +465	+3%	+$46.5K	1.4%	22
2024 Q4	$1.52M	Buy	15,671 +1,159	+8%	+$112K	1.31%	25
2024 Q3	$1.48M	Buy	+14,512	New	+$1.48M	1.24%	25