Cetera Trust Company’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 | $89.4K | Hold |
1,000
| – | – | 0.05% | 206 |
|
|
2025
Q1 | $81.7K | Sell |
1,000
-1,075
| -52% | -$87.9K | 0.05% | 207 |
|
|
2024
Q4 | $157K | Buy |
2,075
+1,075
| +108% | +$81.3K | 0.1% | 180 |
|
|
2024
Q3 | $83.6K | Hold |
1,000
| – | – | 0.05% | 211 |
|
|
2024
Q2 | $78.3K | Hold |
1,000
| – | – | 0.05% | 212 |
|
|
2024
Q1 | $79.9K | Sell |
1,000
-7,625
| -88% | -$609K | 0.05% | 212 |
|
|
2023
Q4 | $650K | Buy |
+8,625
| New | +$650K | 0.41% | 55 |
|