CPA
Clear Point Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $826K | Buy |
9,244
+154
| +2% | +$13.8K | 0.7% | 39 |
|
|
2025
Q1 | $743K | Sell |
9,090
-128
| -1% | -$10.5K | 0.67% | 42 |
|
|
2024
Q4 | $697K | Buy |
9,218
+122
| +1% | +$9.23K | 0.6% | 45 |
|
|
2024
Q3 | $761K | Sell |
9,096
-1
| -0% | -$84 | 0.59% | 41 |
|
|
2024
Q2 | $713K | Buy |
9,097
+153
| +2% | +$12K | 0.59% | 44 |
|
|
2024
Q1 | $714K | Hold |
8,944
| – | – | 0.59% | 46 |
|
|
2023
Q4 | $674K | Buy |
+8,944
| New | +$674K | 0.6% | 44 |
|