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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-155	Closed	-$17.4K	–	180
2025 Q2	$17.4K	Hold	155	–	–	﹤0.01%	237
2025 Q1	$15.5K	Buy	+155	New	+$15.8K	﹤0.01%	230
2024 Q4	–	Sell	-43,648	Closed	-$4.7M	–	106
2024 Q3	$4.7M	Sell	43,648 -4,477	-9%	-$464K	1.55%	18
2024 Q2	$4.92M	Buy	48,125 +675	+1%	+$69K	1.74%	18
2024 Q1	$4.92M	Buy	47,450 +2,827	+6%	+$281K	1.76%	18
2023 Q4	$4.32M	Sell	44,623 -7,620	-15%	-$683K	1.67%	17
2023 Q3	$4.51M	Buy	52,243 +11,828	+29%	+$1.09M	1.88%	16
2023 Q2	$3.86M	Buy	+40,415	New	+$3.84M	1.57%	17

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

MorganRosel Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2025, closing a stake of 155 shares — an estimated $17.4K sold.

MorganRosel Wealth Management first reported a position in EFG in Q2 2023 and held it in 8 quarters. The position peaked at $4.92M in Q1 2024. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

MorganRosel Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2025 after selling out during the quarter.
MorganRosel Wealth Management sold 155 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $17.4K.
MorganRosel Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and held it in 8 quarters.
MorganRosel Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $4.92M in Q1 2024.
975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

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