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

Strategic Wealth Partners’s Portfolio EFG Stock Details EFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$105K	Sell
2025 Q4	$111K	Sell
2025 Q3	$204K	Buy
2025 Q2	$138K	Buy
2022 Q4	–	Sell
2022 Q3	$920K	Buy
2019 Q3	–	Sell
2019 Q2	$11K	Buy