Core 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 | $1.01M | Buy |
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|
2025
Q1 | $520K | Buy |
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|
2024
Q4 | $459K | Hold |
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|
2024
Q3 | $508K | Hold |
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|
2024
Q2 | $475K | Hold |
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|
2024
Q1 | $485K | Hold |
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|
2023
Q4 | $457K | Hold |
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|
2023
Q3 | $418K | Hold |
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|
2023
Q2 | $440K | Hold |
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $485K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $479K | Sell |
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|
2021
Q2 | $3.84M | Buy |
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|
2021
Q1 | $10K | Hold |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $9K | Sell |
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|
2020
Q2 | $31K | Sell |
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|
2020
Q1 | $197K | Sell |
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|
2019
Q4 | $269K | Buy |
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