Wells Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Wells Financial Advisors’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$172K	Hold
2025 Q2	$169K	Buy
2025 Q1	$59.5K	Buy
2024 Q4	$52.8K	Buy
2024 Q3	$26.1K	Sell
2024 Q2	$1.19M	Buy