Accel Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
3,397
+272
| +9% | +$24.3K | 0.1% | 196 |
|
|
2025
Q1 | $255K | Buy |
+3,125
| New | +$255K | 0.09% | 206 |
|
|
2023
Q2 | – | Sell |
-446
| Closed | -$31.9K | – | 361 |
|
|
2023
Q1 | $31.9K | Sell |
446
-26
| -6% | -$1.86K | 0.01% | 585 |
|
|
2022
Q4 | $31K | Sell |
472
-27
| -5% | -$1.77K | 0.01% | 445 |
|
|
2022
Q3 | $30K | Sell |
499
-26
| -5% | -$1.56K | 0.02% | 461 |
|
|
2022
Q2 | $32K | Buy |
525
+3
| +0.6% | +$183 | 0.02% | 435 |
|
|
2022
Q1 | $39K | Hold |
522
| – | – | 0.02% | 415 |
|
|
2021
Q4 | $41K | Buy |
522
+2
| +0.4% | +$157 | 0.02% | 411 |
|
|
2021
Q3 | $41K | Hold |
520
| – | – | 0.03% | 351 |
|
|
2021
Q2 | $41K | Buy |
520
+1
| +0.2% | +$79 | 0.03% | 373 |
|
|
2021
Q1 | $39K | Sell |
519
-31
| -6% | -$2.33K | 0.03% | 361 |
|
|
2020
Q4 | $40K | Buy |
+550
| New | +$40K | 0.04% | 337 |
|