Triad Wealth Partners’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	$7.15M	Buy	63,797 +5,773	+10%	+$647K	1.44%	17
2025 Q1	$5.8M	Sell	58,024 -21,802	-27%	-$2.18M	1.8%	13
2024 Q4	$7.73M	Buy	79,826 +49,546	+164%	+$4.8M	2.79%	9
2024 Q3	$3.26M	Buy	30,280 +30,083	+15,271%	+$3.24M	1.73%	21
2024 Q2	$20.2K	Buy	+197	New	+$20.2K	0.01%	347