BWP
Balboa Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
12,449
+9,786
| +367% | +$875K | 0.22% | 82 |
|
|
2025
Q1 | $218K | Buy |
+2,663
| New | +$218K | 0.05% | 252 |
|
|
2024
Q4 | – | Sell |
-16,388
| Closed | -$1.37M | – | 357 |
|
|
2024
Q3 | $1.37M | Buy |
+16,388
| New | +$1.37M | 0.34% | 55 |
|
|
2023
Q4 | – | Sell |
-7,086
| Closed | -$488K | – | 295 |
|
|
2023
Q3 | $488K | Sell |
7,086
-1,528
| -18% | -$105K | 0.18% | 104 |
|
|
2023
Q2 | $625K | Buy |
+8,614
| New | +$625K | 0.22% | 85 |
|