Concord Wealth Partners’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 | $359K | Buy |
4,020
+69
| +2% | +$6.17K | 0.05% | 161 |
|
|
2025
Q1 | $323K | Sell |
3,951
-53
| -1% | -$4.33K | 0.05% | 164 |
|
|
2024
Q4 | $303K | Sell |
4,004
-3
| -0.1% | -$227 | 0.05% | 171 |
|
|
2024
Q3 | $335K | Hold |
4,007
| – | – | 0.06% | 161 |
|
|
2024
Q2 | $314K | Sell |
4,007
-83
| -2% | -$6.5K | 0.06% | 162 |
|
|
2024
Q1 | $327K | Sell |
4,090
-20
| -0.5% | -$1.6K | 0.06% | 168 |
|
|
2023
Q4 | $310K | Buy |
4,110
+23
| +0.6% | +$1.73K | 0.06% | 159 |
|
|
2023
Q3 | $282K | Sell |
4,087
-30
| -0.7% | -$2.07K | 0.06% | 161 |
|
|
2023
Q2 | $298K | Buy |
4,117
+74
| +2% | +$5.37K | 0.06% | 150 |
|
|
2023
Q1 | $289K | Sell |
4,043
-301
| -7% | -$21.5K | 0.08% | 116 |
|
|
2022
Q4 | $285K | Sell |
4,344
-292
| -6% | -$19.2K | 0.09% | 127 |
|
|
2022
Q3 | $260K | Buy |
4,636
+526
| +13% | +$29.5K | 0.08% | 132 |
|
|
2022
Q2 | $257K | Buy |
4,110
+132
| +3% | +$8.25K | 0.07% | 136 |
|
|
2022
Q1 | $293K | Sell |
3,978
-155
| -4% | -$11.4K | 0.08% | 140 |
|
|
2021
Q4 | $325K | Buy |
+4,133
| New | +$325K | 0.08% | 135 |
|