True Wealth Design’s Eagle Materials EXP Stock Holding History

True Wealth Design’s Portfolio EXP Stock Details EXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43.4K	Buy	193 +187	+3,117%	+$39.1K	0.01%	550
2026 Q1	$1.14K	Sell	6 -25	-81%	-$5.32K	﹤0.01%	1757
2025 Q4	$6.41K	Buy	31 +25	+417%	+$5.52K	﹤0.01%	995
2025 Q3	$1.4K	Buy	6 +1	+20%	+$227	﹤0.01%	1622
2025 Q2	$1.01K	Buy	5 +1	+25%	+$216	﹤0.01%	1460
2025 Q1	$888	Buy	+4	New	+$948	﹤0.01%	1306
2024 Q2	–	Sell	-3,644	Closed	-$990K	–	798
2024 Q1	$990K	Sell	3,644 -908	-20%	-$214K	0.25%	35
2023 Q4	$923K	Sell	4,552 -184	-4%	-$32.3K	0.26%	36
2023 Q3	$789K	Sell	4,736 -804	-15%	-$146K	0.26%	58
2023 Q2	$1.03M	Sell	5,540 -149	-3%	-$23.7K	0.38%	26
2023 Q1	$835K	Sell	5,689 -176	-3%	-$25K	0.35%	48
2022 Q4	$779K	Buy	+5,865	New	+$741K	0.36%	57

Other funds holding EXP

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return