MGO One Seven’s Equifax EFX Stock Holding History

MGO One Seven’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-881	Closed	-$226K	–	1423
2025 Q3	$226K	Buy	881 +102	+13%	+$25.6K	0.01%	1185
2025 Q2	$202K	Buy	+779	New	+$198K	0.01%	1136
2024 Q2	–	Sell	-1,096	Closed	-$293K	–	978
2024 Q1	$293K	Sell	1,096 -307	-22%	-$78.1K	0.02%	735
2023 Q4	$347K	Sell	1,403 -27	-2%	-$5.48K	0.02%	660
2023 Q3	$262K	Sell	1,430 -157	-10%	-$32.1K	0.02%	683
2023 Q2	$373K	Sell	1,587 -9	-0.6%	-$1.89K	0.03%	516
2023 Q1	$324K	Buy	1,596 +128	+9%	+$26.6K	0.02%	647
2022 Q4	$285K	Buy	1,468 +60	+4%	+$11K	0.03%	566
2022 Q3	$241	Buy	1,408 +234	+20%	+$45.8K	0.01%	602
2022 Q2	$215K	Buy	+1,174	New	+$235K	0.03%	555
2019 Q1	–	Sell	-130	Closed	-$12K	–	728
2018 Q4	$12K	Buy	+130	New	+$13.8K	0.01%	1073
2018 Q1	$26K	Hold	218	–	–	0.01%	794
2017 Q4	$26K	Buy	+218	New	+$24.5K	0.01%	791

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return