Angeles 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 | $264K | Buy |
2,957
+62
| +2% | +$5.54K | 0.02% | 282 |
|
|
2025
Q1 | $237K | Hold |
2,895
| – | – | 0.02% | 259 |
|
|
2024
Q4 | $219K | Hold |
2,895
| – | – | 0.02% | 277 |
|
|
2024
Q3 | $242K | Hold |
2,895
| – | – | 0.02% | 238 |
|
|
2024
Q2 | $227K | Hold |
2,895
| – | – | 0.02% | 216 |
|
|
2024
Q1 | $231K | Hold |
2,895
| – | – | 0.02% | 198 |
|
|
2023
Q4 | $218K | Sell |
2,895
-1,690
| -37% | -$127K | 0.03% | 190 |
|
|
2023
Q3 | $316K | Buy |
4,585
+1,440
| +46% | +$99.2K | 0.04% | 125 |
|
|
2023
Q2 | $228K | Hold |
3,145
| – | – | 0.03% | 167 |
|
|
2023
Q1 | $225K | Hold |
3,145
| – | – | 0.03% | 166 |
|
|
2022
Q4 | $206K | Hold |
3,145
| – | – | 0.04% | 165 |
|
|
2022
Q3 | $176K | Sell |
3,145
-700
| -18% | -$39.2K | 0.03% | 168 |
|
|
2022
Q2 | $240K | Hold |
3,845
| – | – | 0.05% | 147 |
|
|
2022
Q1 | $283K | Buy |
+3,845
| New | +$283K | 0.05% | 137 |
|