Bright Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Buy |
8,188
+108
| +1% | +$9.65K | 0.41% | 30 |
|
|
2025
Q1 | $660K | Sell |
8,080
-1,441
| -15% | -$118K | 0.41% | 29 |
|
|
2024
Q4 | $720K | Sell |
9,521
-2,355
| -20% | -$178K | 0.45% | 28 |
|
|
2024
Q3 | $993K | Buy |
11,876
+3,000
| +34% | +$251K | 0.63% | 24 |
|
|
2024
Q2 | $695K | Hold |
8,876
| – | – | 0.49% | 27 |
|
|
2024
Q1 | $689K | Buy |
+8,876
| New | +$689K | 0.51% | 24 |
|