1 North Wealth Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$111 Sell
1
-1
-50% -$111 ﹤0.01% 261
2025
Q1
$166 Buy
+2
New +$166 ﹤0.01% 259
2019
Q4
$1.03M Buy
14,883
+1,442
+11% +$100K 0.64% 44
2019
Q3
$876K Buy
+13,441
New +$876K 0.59% 43
2019
Q1
$762K Sell
11,752
-1,897
-14% -$123K 0.54% 44
2018
Q4
$802K Buy
+13,649
New +$802K 0.67% 40