ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

Octavia Wealth Advisors, LLC's Holding History (CIK: 0001841259)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 325,165 Value ($000) $37,043 Avg Close — Range —
Q3 2025
Shares 306,606 Value ($000) $34,916 Avg Close — Range —
Q2 2025
Shares 292,513 Value ($000) $32,761 Avg Close — Range —
Q1 2025
Shares 243,696 Value ($000) $24,370 Avg Close — Range —
Q4 2024
Shares 311,871 Value ($000) $30,198 Avg Close — Range —
Q3 2024
Shares 300,292 Value ($000) $32,326 Avg Close — Range —
Q2 2024
Shares 280,649 Value ($000) $28,710 Avg Close — Range —
Q1 2024
Shares 269,978 Value ($000) $28,021 Avg Close — Range —
Q4 2023
Shares 263,053 Value ($000) $25,477 Avg Close — Range —
Q3 2023
Shares 254,943 Value ($000) $22,002 Avg Close — Range —
Q2 2023
Shares 227,795 Value ($000) $21,734 Avg Close — Range —
Q4 2020
Shares 2,640 Value ($000) $266 Avg Close — Range —