Bay Harbor Wealth Management’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 | $85.1K | Hold |
952
| – | – | 0.02% | 95 |
|
|
2025
Q1 | $77.8K | Buy |
+952
| New | +$77.8K | 0.02% | 88 |
|
|
2019
Q4 | – | Sell |
-1,104
| Closed | -$72K | – | 347 |
|
|
2019
Q3 | $72K | Hold |
1,104
| – | – | 0.04% | 128 |
|
|
2019
Q2 | $73K | Sell |
1,104
-1,630
| -60% | -$108K | 0.05% | 134 |
|
|
2019
Q1 | $177K | Sell |
2,734
-95
| -3% | -$6.15K | 0.12% | 97 |
|
|
2018
Q4 | $166K | Buy |
+2,829
| New | +$166K | 0.13% | 95 |
|