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WCG Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.37M Buy
39,018
+889
+2% +$99.6K 0.28% 94
2025
Q1
$3.81M Sell
38,129
-36,785
-49% -$3.68M 0.29% 95
2024
Q4
$7.25M Buy
74,914
+2,320
+3% +$225K 0.48% 70
2024
Q3
$7.82M Buy
72,594
+262
+0.4% +$28.2K 0.53% 58
2024
Q2
$7.4M Buy
72,332
+34,491
+91% +$3.53M 0.55% 57
2024
Q1
$3.93M Buy
37,841
+18,812
+99% +$1.95M 0.33% 73
2023
Q4
$1.84M Sell
19,029
-8,847
-32% -$857K 0.14% 146
2023
Q3
$2.41M Buy
27,876
+2,172
+8% +$187K 0.18% 123
2023
Q2
$2.45M Buy
+25,704
New +$2.45M 0.29% 71