Atria Wealth Solutions’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 | $6.9M | Sell |
77,164
-33,228
| -30% | -$2.97M | 0.16% | 146 |
|
|
2025
Q1 | $9.02M | Sell |
110,392
-82,861
| -43% | -$6.77M | 0.11% | 202 |
|
|
2024
Q4 | $14.6M | Buy |
193,253
+2,604
| +1% | +$197K | 0.16% | 134 |
|
|
2024
Q3 | $15.9M | Sell |
190,649
-4,939
| -3% | -$413K | 0.17% | 125 |
|
|
2024
Q2 | $15.3M | Buy |
195,588
+727
| +0.4% | +$56.9K | 0.17% | 126 |
|
|
2024
Q1 | $15.6M | Buy |
194,861
+3,001
| +2% | +$240K | 0.18% | 125 |
|
|
2023
Q4 | $14.5M | Buy |
191,860
+11,898
| +7% | +$897K | 0.18% | 119 |
|
|
2023
Q3 | $12.4M | Buy |
179,962
+5,292
| +3% | +$365K | 0.17% | 128 |
|
|
2023
Q2 | $12.7M | Buy |
174,670
+28,854
| +20% | +$2.09M | 0.17% | 127 |
|
|
2023
Q1 | $10.4M | Buy |
145,816
+2,934
| +2% | +$210K | 0.15% | 142 |
|
|
2022
Q4 | $9.38M | Buy |
142,882
+8,817
| +7% | +$579K | 0.15% | 145 |
|
|
2022
Q3 | $7.51M | Buy |
134,065
+21,910
| +20% | +$1.23M | 0.13% | 163 |
|
|
2022
Q2 | $7.01M | Sell |
112,155
-8,896
| -7% | -$556K | 0.13% | 155 |
|
|
2022
Q1 | $8.91M | Buy |
+121,051
| New | +$8.91M | 0.15% | 148 |
|