Brass Tax 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 | $30M | Buy |
335,570
+320,182
| +2,081% | +$28.6M | 5.78% | 3 |
|
2025
Q1 | $1.26M | Sell |
15,388
-578
| -4% | -$47.2K | 0.26% | 51 |
|
2024
Q4 | $1.21M | Sell |
15,966
-4,278
| -21% | -$323K | 0.25% | 47 |
|
2024
Q3 | $1.69M | Buy |
20,244
+7,605
| +60% | +$636K | 0.36% | 38 |
|
2024
Q2 | $990K | Buy |
12,639
+1,739
| +16% | +$136K | 0.43% | 36 |
|
2024
Q1 | $870K | Buy |
+10,900
| New | +$870K | 0.45% | 30 |
|