CM Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
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|
2025
Q1 | $1.38M | Hold |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $2.47M | Buy |
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|
2024
Q2 | $2.15M | Sell |
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|
2024
Q1 | $2.21M | Sell |
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|
2023
Q4 | $2.23M | Buy |
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|
2023
Q3 | $1.95M | Sell |
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|
2023
Q2 | $2.3M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.23M | Sell |
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|
2022
Q3 | $1.95B | Hold |
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|
2022
Q2 | $2.17M | Buy |
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