Curated 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 | $1.74M | Hold |
19,435
| – | – | 0.2% | 31 |
|
|
2025
Q1 | $1.59M | Sell |
19,435
-405
| -2% | -$33.1K | 0.21% | 31 |
|
|
2024
Q4 | $1.5M | Hold |
19,840
| – | – | 0.17% | 35 |
|
|
2024
Q3 | $1.66M | Buy |
19,840
+9,165
| +86% | +$766K | 0.21% | 29 |
|
|
2024
Q2 | $836K | Buy |
+10,675
| New | +$836K | 0.12% | 52 |
|
|
2024
Q1 | – | Sell |
-32,151
| Closed | -$2.42M | – | 43 |
|
|
2023
Q4 | $2.42M | Buy |
32,151
+16,871
| +110% | +$1.27M | 0.4% | 17 |
|
|
2023
Q3 | $1.05M | Buy |
15,280
+3,135
| +26% | +$216K | 0.19% | 33 |
|
|
2023
Q2 | $881K | Hold |
12,145
| – | – | 0.17% | 45 |
|
|
2023
Q1 | $869K | Sell |
12,145
-4,175
| -26% | -$299K | 0.2% | 40 |
|
|
2022
Q4 | $1.07M | Buy |
16,320
+5,070
| +45% | +$333K | 0.26% | 33 |
|
|
2022
Q3 | $630K | Hold |
11,250
| – | – | 0.19% | 47 |
|
|
2022
Q2 | $703K | Buy |
11,250
+1,535
| +16% | +$95.9K | 0.21% | 44 |
|
|
2022
Q1 | $764K | Hold |
9,715
| – | – | 0.26% | 46 |
|
|
2021
Q4 | $764K | Sell |
9,715
-2,185
| -18% | -$172K | 0.25% | 48 |
|
|
2021
Q3 | $928K | Sell |
11,900
-2,800
| -19% | -$218K | 0.52% | 33 |
|
|
2021
Q2 | $1.16M | Hold |
14,700
| – | – | 0.63% | 27 |
|
|
2021
Q1 | $1.12M | Sell |
14,700
-15,794
| -52% | -$1.2M | 0.69% | 27 |
|
|
2020
Q4 | $2.23M | Buy |
+30,494
| New | +$2.23M | 1.44% | 13 |
|