Amplius Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $754K | Sell |
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|
2025
Q2 | $767K | Buy |
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|
2025
Q1 | $660K | Hold |
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|
2024
Q4 | $611K | Buy |
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|
2024
Q3 | $616K | Hold |
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|
2024
Q2 | $577K | Hold |
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|
2024
Q1 | $588K | Hold |
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|
2023
Q4 | $555K | Sell |
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|
2023
Q3 | $1.01M | Hold |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.08M | Hold |
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|
2022
Q4 | $992K | Sell |
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|
2022
Q3 | $848K | Hold |
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|
2022
Q2 | $946K | Hold |
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|
2022
Q1 | $1.11M | Hold |
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|
2021
Q4 | $1.19M | Buy |
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