SWP Financial’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
$2.1M Sell
18,742
-258
-1% -$28.9K 1.15% 27
2025
Q1
$1.9M Sell
19,000
-14,601
-43% -$1.46M 1.16% 24
2024
Q4
$3.25M Buy
+33,601
New +$3.25M 1.96% 13