CFP
Catalyst Financial Partners’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Buy |
53,249
+13,000
| +32% | +$1.16M | 0.52% | 24 |
|
|
2025
Q1 | $3.29M | Sell |
40,249
-132
| -0.3% | -$10.8K | 0.61% | 27 |
|
|
2024
Q4 | $3.05M | Sell |
40,381
-1,511
| -4% | -$114K | 0.57% | 28 |
|
|
2024
Q3 | $3.5M | Buy |
41,892
+1,987
| +5% | +$166K | 0.69% | 23 |
|
|
2024
Q2 | $3.13M | Buy |
39,905
+2,965
| +8% | +$232K | 0.69% | 25 |
|
|
2024
Q1 | $2.82M | Buy |
36,940
+2,526
| +7% | +$193K | 0.73% | 24 |
|
|
2023
Q4 | $2.59M | Sell |
34,414
-1,288
| -4% | -$97.1K | 0.73% | 23 |
|
|
2023
Q3 | $2.46M | Buy |
35,702
+900
| +3% | +$62K | 0.79% | 23 |
|
|
2023
Q2 | $2.52M | Sell |
34,802
-1,606
| -4% | -$116K | 0.9% | 20 |
|
|
2023
Q1 | $2.6M | Sell |
36,408
-2,312
| -6% | -$165K | 1.11% | 16 |
|
|
2022
Q4 | $2.54M | Buy |
+38,720
| New | +$2.54M | 1.31% | 16 |
|