Concord Wealth Partners’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
Q3 | $375K | Hold |
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|
2025
Q2 | $359K | Buy |
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|
2025
Q1 | $323K | Sell |
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|
2024
Q4 | $303K | Sell |
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|
2024
Q3 | $335K | Hold |
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|
2024
Q2 | $314K | Sell |
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|
2024
Q1 | $327K | Sell |
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|
2023
Q4 | $310K | Buy |
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|
2023
Q3 | $282K | Sell |
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|
2023
Q2 | $298K | Buy |
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|
2023
Q1 | $289K | Sell |
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|
2022
Q4 | $285K | Sell |
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|
2022
Q3 | $260K | Buy |
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|
2022
Q2 | $257K | Buy |
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|
2022
Q1 | $293K | Sell |
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|
2021
Q4 | $325K | Buy |
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