ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q4 2025
Shares 1,115 Value ($000) $127 Avg Close — Range —
Q3 2025
Shares 1,510 Value ($000) $172 Avg Close — Range —
Q2 2025
Shares 1,510 Value ($000) $169 Avg Close — Range —
Q1 2025
Shares 595 Value ($000) $60 Avg Close — Range —
Q4 2024
Shares 545 Value ($000) $53 Avg Close — Range —
Q3 2024
Shares 242 Value ($000) $26 Avg Close — Range —
Q2 2024
Shares 11,600 Value ($000) $1,187 Avg Close — Range —