Sugarloaf Wealth Management’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
2024
Q4
$72.5K Buy
749
+79
+12% +$7.65K 0.01% 255
2024
Q3
$72.1K Buy
670
+102
+18% +$11K 0.01% 270
2024
Q2
$58.1K Buy
568
+271
+91% +$27.7K 0.01% 281
2024
Q1
$30.8K Buy
+297
New +$30.8K 0.01% 351