Briggs Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.81M | Buy |
26,307
+1,252
| +5% | +$86.3K | 1.04% | 18 |
|
|
2023
Q2 | $1.82M | Hold |
25,055
| – | – | 1.01% | 18 |
|
|
2023
Q1 | $1.79M | Hold |
25,055
| – | – | 1.06% | 19 |
|
|
2022
Q4 | $1.64M | Sell |
25,055
-2,267
| -8% | -$149K | 1.05% | 19 |
|
|
2022
Q3 | $1.53M | Sell |
27,322
-938
| -3% | -$52.5K | 1.15% | 16 |
|
|
2022
Q2 | $1.77M | Hold |
28,260
| – | – | 1.29% | 13 |
|
|
2022
Q1 | $2.08M | Hold |
28,260
| – | – | 1.38% | 10 |
|
|
2021
Q4 | $2.22M | Buy |
+28,260
| New | +$2.22M | 1.52% | 11 |
|