Axis Wealth Partners’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
$1.06M Sell
11,899
-151
-1% -$13.5K 0.7% 46
2025
Q1
$985K Buy
12,050
+7,874
+189% +$644K 0.73% 38
2024
Q4
$316K Buy
+4,176
New +$316K 0.27% 99