TMWM
Taylor & Morgan Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Buy |
7,322
+72
| +1% | +$8.07K | 0.55% | 27 |
|
|
2025
Q1 | $725K | Buy |
7,250
+5,000
| +222% | +$500K | 0.55% | 31 |
|
|
2024
Q4 | $218K | Buy |
2,250
+16
| +0.7% | +$1.55K | 0.15% | 64 |
|
|
2024
Q3 | $241K | Hold |
2,234
| – | – | 0.16% | 62 |
|
|
2024
Q2 | $229K | Buy |
2,234
+19
| +0.9% | +$1.94K | 0.16% | 55 |
|
|
2024
Q1 | $230K | Hold |
2,215
| – | – | 0.17% | 57 |
|
|
2023
Q4 | $215K | Buy |
+2,215
| New | +$215K | 0.17% | 61 |
|
|
2023
Q3 | – | Sell |
-2,200
| Closed | -$210K | – | 60 |
|
|
2023
Q2 | $210K | Buy |
+2,200
| New | +$210K | 0.17% | 57 |
|