Curi Wealth Management’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
2024
Q1
Sell
2023
Q4
$471K Buy
2023
Q3
$349K Sell
2023
Q2
$403K Sell
2023
Q1
$445K Sell
2022
Q4
$466K Buy
2022
Q3
$306K Buy
2022
Q2
$59K Hold
2022
Q1
$69K Buy