Chemistry Wealth Management’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 | $733K | Hold |
8,196
| – | – | 0.16% | 91 |
|
|
2025
Q1 | $670K | Buy |
8,196
+233
| +3% | +$19K | 0.16% | 88 |
|
|
2024
Q4 | $602K | Buy |
7,963
+1,662
| +26% | +$126K | 0.14% | 90 |
|
|
2024
Q3 | $527K | Hold |
6,301
| – | – | 0.12% | 99 |
|
|
2024
Q2 | $494K | Sell |
6,301
-170
| -3% | -$13.3K | 0.13% | 98 |
|
|
2024
Q1 | $517K | Hold |
6,471
| – | – | 0.14% | 95 |
|
|
2023
Q4 | $488K | Hold |
6,471
| – | – | 0.15% | 91 |
|
|
2023
Q3 | $446K | Hold |
6,471
| – | – | 0.15% | 90 |
|
|
2023
Q2 | $469K | Hold |
6,471
| – | – | 0.15% | 91 |
|
|
2023
Q1 | $463K | Buy |
6,471
+66
| +1% | +$4.72K | 0.16% | 94 |
|
|
2022
Q4 | $420K | Hold |
6,405
| – | – | 0.16% | 93 |
|
|
2022
Q3 | $359K | Sell |
6,405
-155
| -2% | -$8.69K | 0.14% | 102 |
|
|
2022
Q2 | $410K | Hold |
6,560
| – | – | 0.16% | 97 |
|
|
2022
Q1 | $483K | Buy |
6,560
+3,037
| +86% | +$224K | 0.17% | 88 |
|
|
2021
Q4 | $277K | Buy |
+3,523
| New | +$277K | 0.23% | 71 |
|