CM Wealth Advisors’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 | $1.87M | Buy |
20,967
+4,132
| +25% | +$369K | 0.55% | 23 |
|
|
2025
Q1 | $1.38M | Hold |
16,835
| – | – | 0.44% | 24 |
|
|
2024
Q4 | $1.27M | Sell |
16,835
-12,670
| -43% | -$958K | 0.42% | 23 |
|
|
2024
Q3 | $2.47M | Buy |
29,505
+2,107
| +8% | +$176K | 0.8% | 14 |
|
|
2024
Q2 | $2.15M | Sell |
27,398
-367
| -1% | -$28.7K | 1.02% | 12 |
|
|
2024
Q1 | $2.21M | Sell |
27,765
-1,850
| -6% | -$147K | 0.63% | 23 |
|
|
2023
Q4 | $2.23M | Buy |
29,615
+2,107
| +8% | +$159K | 0.96% | 15 |
|
|
2023
Q3 | $1.95M | Sell |
27,508
-3,400
| -11% | -$242K | 0.75% | 17 |
|
|
2023
Q2 | $2.3M | Buy |
+30,908
| New | +$2.3M | 0.75% | 18 |
|
|
2023
Q1 | – | Sell |
-33,923
| Closed | -$2.23M | – | 418 |
|
|
2022
Q4 | $2.23M | Sell |
33,923
-809
| -2% | -$53.1K | 1.14% | 12 |
|
|
2022
Q3 | $1.95B | Hold |
34,732
| – | – | 1.08% | 12 |
|
|
2022
Q2 | $2.17M | Buy |
+34,732
| New | +$2.17M | 1.33% | 11 |
|