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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.7M Buy
2025
Q2
$1.43M Buy
2025
Q1
$1.04M Buy
2024
Q4
$957K Buy
2024
Q3
$1.04M Buy
2024
Q2
$872K Buy
2024
Q1
$763K Buy
2023
Q4
$631K Buy
2023
Q3
$529K Buy
2023
Q2
$548K Buy
2023
Q1
$523K Buy
2022
Q4
$446K Buy
2022
Q3
$373K Buy
2022
Q2
$286K Sell
2022
Q1
$366K Buy
2021
Q4
$327K Buy