Abound 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Buy |
4,115
+570
| +16% | +$51K | 0.1% | 52 |
|
|
2025
Q1 | $290K | Sell |
3,545
-30
| -0.8% | -$2.45K | 0.1% | 55 |
|
|
2024
Q4 | $270K | Buy |
3,575
+7
| +0.2% | +$529 | 0.09% | 54 |
|
|
2024
Q3 | $298K | Hold |
3,568
| – | – | 0.1% | 47 |
|
|
2024
Q2 | $280K | Sell |
3,568
-80
| -2% | -$6.27K | 0.1% | 46 |
|
|
2024
Q1 | $291K | Hold |
3,648
| – | – | 0.11% | 46 |
|
|
2023
Q4 | $275K | Sell |
3,648
-147
| -4% | -$11.1K | 0.11% | 47 |
|
|
2023
Q3 | $262K | Buy |
3,795
+11
| +0.3% | +$758 | 0.11% | 46 |
|
|
2023
Q2 | $274K | Buy |
3,784
+68
| +2% | +$4.93K | 0.11% | 46 |
|
|
2023
Q1 | $266K | Sell |
3,716
-364
| -9% | -$26K | 0.12% | 45 |
|
|
2022
Q4 | $268K | Buy |
4,080
+379
| +10% | +$24.9K | 0.13% | 40 |
|
|
2022
Q3 | $207K | Sell |
3,701
-425
| -10% | -$23.8K | 0.11% | 43 |
|
|
2022
Q2 | $258K | Buy |
4,126
+222
| +6% | +$13.9K | 0.14% | 38 |
|
|
2022
Q1 | $287K | Buy |
3,904
+1,155
| +42% | +$85K | 0.21% | 34 |
|
|
2021
Q4 | $216K | Buy |
+2,749
| New | +$216K | 0.17% | 37 |
|