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

Wescott Financial Advisory Group’s Portfolio EFG Stock Details EFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.64M	Buy
2025 Q4	$1.49M	Buy
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