Theory Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Theory Financial’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$335K	Sell
2025 Q2	$2.12M	Buy
2025 Q1	$1.94M	Sell
2024 Q4	$3.43M	Buy
2024 Q3	$2.87M	Buy
2024 Q2	$2.89M	Buy
2024 Q1	$1.09M	Buy
2023 Q4	$655K	Sell
2023 Q3	$830K	Buy