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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.36M Sell
2025
Q2
$7.15M Buy
2025
Q1
$5.8M Sell
2024
Q4
$7.73M Buy
2024
Q3
$3.26M Buy
2024
Q2
$20.2K Buy