Consultiva Wealth Management’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 | $55.9K | Hold |
625
| – | – | 0.17% | 90 |
|
|
2025
Q1 | $51.1K | Buy |
625
+199
| +47% | +$16.3K | 0.18% | 91 |
|
|
2024
Q4 | $32.2K | Buy |
+426
| New | +$32.2K | 0.16% | 70 |
|
|
2023
Q3 | $68.9K | Hold |
999
| – | – | 1.77% | 10 |
|
|
2023
Q2 | $72.5K | Buy |
999
+12
| +1% | +$871 | 1.83% | 9 |
|
|
2023
Q1 | $70.6K | Hold |
987
| – | – | 1.81% | 10 |
|
|
2022
Q4 | $64.8K | Buy |
987
+2
| +0.2% | +$131 | 1.69% | 11 |
|
|
2022
Q3 | $55K | Hold |
985
| – | – | 1.54% | 11 |
|
|
2022
Q2 | $62K | Buy |
985
+17
| +2% | +$1.07K | 1.74% | 12 |
|
|
2022
Q1 | $71K | Buy |
968
+1
| +0.1% | +$73 | 1.7% | 12 |
|
|
2021
Q4 | $76K | Buy |
967
+12
| +1% | +$943 | 1.73% | 13 |
|
|
2021
Q3 | $74K | Buy |
+955
| New | +$74K | 1.7% | 13 |
|
|
2021
Q1 | $72K | Hold |
946
| – | – | 1.56% | 16 |
|
|
2020
Q4 | $69K | Buy |
+946
| New | +$69K | 1.61% | 17 |
|
|
2019
Q2 | $75K | Buy |
+955
| New | +$75K | 1.53% | 18 |
|