Castle Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$450K Hold
2025
Q2
$431K Sell
2025
Q1
$439K Hold
2024
Q4
$406K Hold
2024
Q3
$449K Hold
2024
Q2
$420K Sell
2024
Q1
$439K Sell
2023
Q4
$418K Hold
2023
Q3
$383K Buy
2023
Q2
$371K Sell
2023
Q1
$423K Sell
2022
Q4
$608K Hold
2022
Q3
$519K Sell
2022
Q2
$600K Buy