49 Wealth Management’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
2024
Q4
Sell
-4,264
Closed -$357K 175
2024
Q3
$357K Buy
4,264
+220
+5% +$18.4K 0.06% 107
2024
Q2
$317K Sell
4,044
-6,450
-61% -$506K 0.06% 112
2024
Q1
$834K Sell
10,494
-66
-0.6% -$5.25K 0.18% 40
2023
Q4
$796K Buy
+10,560
New +$796K 0.2% 40