MorganRosel Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

MorganRosel Wealth Management’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,558	Closed	-$139K	–	179
2025 Q2	$139K	Sell	1,558 -1,987	-56%	-$170K	0.04%	123
2025 Q1	$290K	Buy	3,545 +16	+0.5%	+$1.29K	0.09%	93
2024 Q4	$267K	Hold	3,529	–	–	0.09%	97
2024 Q3	$295K	Hold	3,529	–	–	0.1%	91
2024 Q2	$276K	Hold	3,529	–	–	0.1%	91
2024 Q1	$282K	Hold	3,529	–	–	0.1%	90
2023 Q4	$266K	Sell	3,529 -117	-3%	-$8.27K	0.1%	87
2023 Q3	$251K	Buy	3,646 +14	+0.4%	+$1K	0.1%	89
2023 Q2	$263K	Sell	3,632 -24	-0.7%	-$1.74K	0.11%	86
2023 Q1	$261K	Sell	3,656 -1,158	-24%	-$81K	0.11%	84
2022 Q4	$316K	Hold	4,814	–	–	0.15%	80
2022 Q3	$270K	Buy	4,814 +19	+0.4%	+$1.18K	0.14%	84
2022 Q2	$300K	Hold	4,795	–	–	0.16%	80
2022 Q1	$353K	Sell	4,795 -26	-0.5%	-$1.95K	0.17%	73
2021 Q4	$379K	Sell	4,821 -3	-0.1%	-$238	0.18%	68
2021 Q3	$376K	Hold	4,824	–	–	0.21%	70
2021 Q2	$381K	Sell	4,824 -5	-0.1%	-$397	0.21%	67
2021 Q1	$366K	Sell	4,829 -314	-6%	-$23.6K	0.23%	62
2020 Q4	$375K	Hold	5,143	–	–	0.26%	61
2020 Q3	$327K	Hold	5,143	–	–	0.26%	61
2020 Q2	$313K	Buy	5,143 +791	+18%	+$45.7K	0.29%	60
2020 Q1	$233K	Buy	4,352 +327	+8%	+$20.8K	0.27%	62
2019 Q4	$279K	Hold	4,025	–	–	0.21%	65
2019 Q3	$262K	Hold	4,025	–	–	0.22%	65
2019 Q2	$265K	Hold	4,025	–	–	0.22%	63
2019 Q1	$261K	Hold	4,025	–	–	0.22%	61
2018 Q4	$237K	Buy	+4,025	New	+$251K	0.25%	59

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MorganRosel Wealth Management's EFA Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 2025, closing a stake of 1,558 shares — an estimated $139K sold.

MorganRosel Wealth Management first reported a position in EFA in Q4 2018 and held it in 27 quarters. The position peaked at $381K in Q2 2021. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

MorganRosel Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
MorganRosel Wealth Management sold 1,558 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $139K.
MorganRosel Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 27 quarters.
MorganRosel Wealth Management's iShares MSCI EAFE ETF position peaked at $381K in Q2 2021.
2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.