Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,257
| Closed | -$471K | – | 43 |
|
|
2023
Q4 | $471K | Buy |
6,257
+1,197
| +24% | +$90.2K | 0.07% | 92 |
|
|
2023
Q3 | $349K | Sell |
5,060
-496
| -9% | -$34.2K | 0.05% | 102 |
|
|
2023
Q2 | $403K | Sell |
5,556
-666
| -11% | -$48.3K | 0.05% | 105 |
|
|
2023
Q1 | $445K | Sell |
6,222
-872
| -12% | -$62.4K | 0.06% | 99 |
|
|
2022
Q4 | $466K | Buy |
7,094
+1,622
| +30% | +$106K | 0.07% | 115 |
|
|
2022
Q3 | $306K | Buy |
5,472
+4,521
| +475% | +$253K | 0.05% | 133 |
|
|
2022
Q2 | $59K | Hold |
951
| – | – | 0.01% | 215 |
|
|
2022
Q1 | $69K | Buy |
+951
| New | +$69K | 0.01% | 188 |
|