Strategic Wealth Partners’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	$138K	Buy	+1,229	New	+$138K	0.01%	357
2022 Q4	–	Sell	-12,681	Closed	-$920K	–	268
2022 Q3	$920K	Buy	+12,681	New	+$920K	0.2%	130
2019 Q3	–	Sell	-148	Closed	-$11K	–	740
2019 Q2	$11K	Buy	+148	New	+$11K	0.01%	476