Wescott Financial Advisory Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.27M Buy
2025
Q2
$1.19M Buy
2025
Q1
$998K Buy
2024
Q4
$882K Buy
2024
Q3
$838K Buy
2024
Q2
$710K Buy
2024
Q1
$550K Buy