Wells Financial Advisors’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	$169K	Buy	1,510 +915	+154%	+$102K	0.23%	42
2025 Q1	$59.5K	Buy	595 +50	+9%	+$5K	0.08%	56
2024 Q4	$52.8K	Buy	545 +303	+125%	+$29.3K	0.07%	60
2024 Q3	$26.1K	Sell	242 -11,358	-98%	-$1.22M	0.04%	65
2024 Q2	$1.19M	Buy	+11,600	New	+$1.19M	0.78%	24