MorganRosel Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4K | Hold |
155
| – | – | ﹤0.01% | 234 |
|
|
2025
Q1 | $15.5K | Buy |
+155
| New | +$15.5K | ﹤0.01% | 230 |
|
|
2024
Q4 | – | Sell |
-43,648
| Closed | -$4.7M | – | 106 |
|
|
2024
Q3 | $4.7M | Sell |
43,648
-4,477
| -9% | -$482K | 1.55% | 18 |
|
|
2024
Q2 | $4.92M | Buy |
48,125
+675
| +1% | +$69.1K | 1.74% | 18 |
|
|
2024
Q1 | $4.92M | Buy |
47,450
+2,827
| +6% | +$293K | 1.76% | 18 |
|
|
2023
Q4 | $4.32M | Sell |
44,623
-7,620
| -15% | -$738K | 1.67% | 17 |
|
|
2023
Q3 | $4.51M | Buy |
52,243
+11,828
| +29% | +$1.02M | 1.88% | 16 |
|
|
2023
Q2 | $3.86M | Buy |
+40,415
| New | +$3.86M | 1.57% | 17 |
|