Balanced Wealth Group’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 | $291K | Sell |
3,330
-4,563
| -58% | -$399K | 0.13% | 59 |
|
|
2025
Q1 | $645K | Hold |
7,893
| – | – | 0.31% | 36 |
|
|
2024
Q4 | $625K | Buy |
7,893
+109
| +1% | +$8.64K | 0.28% | 39 |
|
|
2024
Q3 | $651K | Buy |
7,784
+124
| +2% | +$10.4K | 0.29% | 39 |
|
|
2024
Q2 | $601K | Buy |
7,660
+135
| +2% | +$10.6K | 0.27% | 39 |
|
|
2024
Q1 | $603K | Buy |
7,525
+4,748
| +171% | +$381K | 0.27% | 42 |
|
|
2023
Q4 | $209K | Buy |
+2,777
| New | +$209K | 0.11% | 61 |
|