Capital Wealth Planning’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 | $5.59M | Buy |
62,527
+24,944
| +66% | +$2.23M | 0.04% | 60 |
|
2025
Q1 | $3.07M | Buy |
+37,583
| New | +$3.07M | 0.03% | 64 |
|
2020
Q1 | – | Sell |
-4,916
| Closed | -$341K | – | 241 |
|
2019
Q4 | $341K | Buy |
4,916
+674
| +16% | +$46.8K | 0.02% | 138 |
|
2019
Q3 | $284K | Buy |
4,242
+39
| +0.9% | +$2.61K | 0.02% | 190 |
|
2019
Q2 | $276K | Buy |
+4,203
| New | +$276K | 0.02% | 190 |
|
2018
Q2 | – | Sell |
-5,842
| Closed | -$408K | – | 88 |
|
2018
Q1 | $408K | Buy |
+5,842
| New | +$408K | 0.28% | 48 |
|