WealthGarden F.S.’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
$1.14M Sell
10,622
-513
-5% -$55.1K 0.95% 31
2025
Q1
$1.11M Sell
11,135
-10,301
-48% -$1.03M 1.07% 26
2024
Q4
$2.08M Buy
21,436
+3,828
+22% +$371K 1.94% 12
2024
Q3
$1.9M Sell
17,608
-2,035
-10% -$219K 1.84% 12
2024
Q2
$2.01M Buy
+19,643
New +$2.01M 2.12% 8