BW
BIP Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.6M | Sell |
644,221
-7,297
| -1% | -$652K | 3.55% | 6 |
|
|
2025
Q1 | $53.2M | Buy |
651,518
+2,420
| +0.4% | +$198K | 3.47% | 6 |
|
|
2024
Q4 | $49.1M | Sell |
649,098
-10,389
| -2% | -$786K | 3.28% | 6 |
|
|
2024
Q3 | $55.1M | Buy |
659,487
+51,891
| +9% | +$4.34M | 3.76% | 6 |
|
|
2024
Q2 | $47.6M | Sell |
607,596
-53,851
| -8% | -$4.22M | 3.9% | 5 |
|
|
2024
Q1 | $52.8M | Sell |
661,447
-11,401
| -2% | -$910K | 3.86% | 5 |
|
|
2023
Q4 | $50.7M | Buy |
672,848
+17,156
| +3% | +$1.29M | 3.99% | 5 |
|
|
2023
Q3 | $45.2M | Sell |
655,692
-63,710
| -9% | -$4.39M | 4.15% | 5 |
|
|
2023
Q2 | $52.2M | Buy |
719,402
+14,438
| +2% | +$1.05M | 4.27% | 4 |
|
|
2023
Q1 | $50.4M | Buy |
+704,964
| New | +$50.4M | 5.55% | 3 |
|