WWA
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Wingate Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Wingate Wealth Advisors’s Portfolio EFG Stock Details EFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.1M Buy
9,802
+674
+7% +$75.5K 0.98% 39
2025
Q1 		$913K Buy
9,128
+2,470
+37% +$247K 1.05% 36
2024
Q4 		$645K Buy
+6,658
New +$645K 0.63% 46