Morgan Rosel Wealth Management, LLC Msci Eafe Growth ETF Transaction History

Morgan Rosel Wealth Management, LLC

  • $313 Million
  • Q1 2025

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 155 shares of EFG stock, worth $16,908. This represents 0.0% of its overall portfolio holdings.

Number of Shares
155
Holding current value
$16,908
% of portfolio
0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$96.1 - $106.37 $14,895 - $16,487
155 New
155 $15,000
Q3 2024

Oct 10, 2024
SELL
$96.84 - $108.77 $433,552 - $486,963
-4,477 Reduced 9.3%
43,648 $4.7 Million
Q2 2024

Jul 15, 2024
BUY
$97.17 - $106.25 $65,589 - $71,718
675 Added 1.42%
48,125 $4.92 Million
Q1 2024

Apr 17, 2024
BUY
$93.77 - $104.85 $265,087 - $296,410
2,827 Added 6.34%
47,450 $4.92 Million
Q4 2023

Jan 19, 2024
SELL
$82.53 - $96.98 $628,878 - $738,987
-7,620 Reduced 14.59%
44,623 $4.32 Million
Q3 2023

Oct 27, 2023
BUY
$85.55 - $97.39 $1.01 Million - $1.15 Million
11,828 Added 29.27%
52,243 $4.51 Million
Q2 2023

Aug 04, 2023
BUY
$93.15 - $96.95 $3.76 Million - $3.92 Million
40,415 New
40,415 $3.86 Million

Others Institutions Holding EFG

# of Institutions
1,092
Shares Held
120M
Call Options Held
100
Put Options Held
77
View Full List

About MSCI EAFE GROWTH ETF

EFG Quotes by TradingView
  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
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