BKM 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 | $217K | Buy |
+2,425
| New | +$217K | 0.08% | 152 |
|
|
2025
Q1 | – | Sell |
-3,572
| Closed | -$270K | – | 161 |
|
|
2024
Q4 | $270K | Buy |
3,572
+30
| +0.8% | +$2.27K | 0.11% | 142 |
|
|
2024
Q3 | $296K | Sell |
3,542
-111
| -3% | -$9.28K | 0.12% | 135 |
|
|
2024
Q2 | $286K | Buy |
3,653
+186
| +5% | +$14.6K | 0.14% | 128 |
|
|
2024
Q1 | $260K | Sell |
3,467
-891
| -20% | -$66.9K | 0.11% | 142 |
|
|
2023
Q4 | $328K | Buy |
+4,358
| New | +$328K | 0.14% | 124 |
|