Mosley 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
2024
Q4
$5.33M Buy
52,514
+9,141
+21% +$928K 3.3% 7
2024
Q3
$4.5M Buy
43,373
+1,592
+4% +$165K 3.07% 7
2024
Q2
$4.27M Buy
41,781
+11,956
+40% +$1.22M 3.64% 6
2024
Q1
$3.1M Buy
29,825
+506
+2% +$52.5K 2.91% 8
2023
Q4
$2.84M Buy
+29,319
New +$2.84M 2.8% 7