Curated 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 | $1.81M | Hold |
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|
2025
Q2 | $1.74M | Hold |
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|
2025
Q1 | $1.59M | Sell |
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|
2024
Q4 | $1.5M | Hold |
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|
2024
Q3 | $1.66M | Buy |
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|
2024
Q2 | $836K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.42M | Buy |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $881K | Hold |
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|
2023
Q1 | $869K | Sell |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $630K | Hold |
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|
2022
Q2 | $703K | Buy |
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|
2022
Q1 | $764K | Hold |
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|
2021
Q4 | $764K | Sell |
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|
2021
Q3 | $928K | Sell |
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|
2021
Q2 | $1.16M | Hold |
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|
2021
Q1 | $1.11M | Sell |
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|
2020
Q4 | $2.23M | Buy |
|