Ethos Financial Group’s MSCI MSCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-755	Closed	-$453K	–	506
2025 Q1	$453K	Hold	755	–	–	0.04%	244
2024 Q4	$453K	Buy	+755	New	+$453K	0.06%	169