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SMART Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

SMART Wealth’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$455K Buy
4,065
+762
+23% +$85.3K 0.14% 111
2025
Q1 		$330K Buy
3,303
+425
+15% +$42.5K 0.12% 119
2024
Q4 		$279K Buy
2,878
+760
+36% +$73.6K 0.1% 125
2024
Q3 		$228K Buy
+2,118
New +$228K 0.09% 130