Blue Zone Wealth Advisors’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
2022
Q1
Sell
-6,000
Closed -$472K 100
2021
Q4
$472K Hold
6,000
0.16% 74
2021
Q3
$468K Buy
+6,000
New +$468K 0.16% 77
2020
Q1
Sell
-39,015
Closed -$2.71M 47
2019
Q4
$2.71M Buy
+39,015
New +$2.71M 1.75% 16