Aries Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Aries Wealth Management’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.9M	Buy	144,339 +13,936	+11%	+$1.25M	3.37%	4
2025 Q1	$10.7M	Buy	130,403 +13,040	+11%	+$1.07M	2.89%	6
2024 Q4	$8.87M	Sell	117,363 -1,131	-1%	-$85.5K	2.44%	7
2024 Q3	$9.91M	Buy	118,494 +12,604	+12%	+$1.05M	2.72%	7
2024 Q2	$8.29M	Buy	105,890 +10,301	+11%	+$807K	2.61%	7
2024 Q1	$7.63M	Buy	95,589 +15,205	+19%	+$1.21M	2.46%	7
2023 Q4	$6.06M	Buy	80,384 +15,670	+24%	+$1.18M	2.16%	9
2023 Q3	$4.46M	Buy	64,714 +2,605	+4%	+$180K	1.75%	12
2023 Q2	$4.5M	Buy	62,109 +2,266	+4%	+$164K	1.75%	11
2023 Q1	$4.28M	Buy	59,843 +1,486	+3%	+$106K	1.76%	11
2022 Q4	$3.83M	Sell	58,357 -2,810	-5%	-$184K	1.65%	12
2022 Q3	$3.63M	Sell	61,167 -4,800	-7%	-$285K	1.61%	14
2022 Q2	$4.12M	Buy	+65,967	New	+$4.12M	1.87%	12
2022 Q1	–	Sell	-57,547	Closed	-$4.53M	–	116
2021 Q4	$4.53M	Buy	57,547 +3,118	+6%	+$245K	1.73%	12
2021 Q3	$4.25M	Buy	54,429 +14,810	+37%	+$1.16M	1.8%	12
2021 Q2	$3.13M	Buy	39,619 +3,267	+9%	+$258K	1.34%	16
2021 Q1	$2.84M	Buy	36,352 +5,410	+17%	+$422K	1.27%	16
2020 Q4	$2.34M	Buy	30,942 +390	+1%	+$29.5K	1.17%	21
2020 Q3	$1.95M	Buy	30,552 +2,150	+8%	+$137K	1.1%	25
2020 Q2	$1.73M	Buy	28,402 +2,080	+8%	+$127K	1.06%	26
2020 Q1	$1.37M	Buy	26,322 +387	+1%	+$20.2K	1.05%	27
2019 Q4	$1.8M	Buy	25,935 +9	+0%	+$626	1.1%	25
2019 Q3	$1.7M	Buy	25,926 +642	+3%	+$42.1K	1.13%	25
2019 Q2	$1.67M	Buy	25,284 +1,277	+5%	+$84.5K	1.17%	25
2019 Q1	$1.56M	Buy	24,007 +2,714	+13%	+$176K	1.16%	26
2018 Q4	$1.25M	Buy	21,293 +1,197	+6%	+$70.4K	1.33%	24
2018 Q3	$1.37M	Buy	20,096 +1,809	+10%	+$123K	1.23%	24
2018 Q2	$1.26M	Buy	18,287 +880	+5%	+$60.6K	1.16%	27
2018 Q1	$1.23M	Buy	17,407 +5,802	+50%	+$410K	1.19%	27
2017 Q4	$860K	Buy	+11,605	New	+$860K	0.79%	41