Cyndeo 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 | $1M | Sell |
11,210
-117
| -1% | -$10.5K | 0.06% | 230 |
|
|
2025
Q1 | $926K | Sell |
11,327
-292
| -3% | -$23.9K | 0.06% | 224 |
|
|
2024
Q4 | $878K | Sell |
11,619
-214
| -2% | -$16.2K | 0.06% | 230 |
|
|
2024
Q3 | $990K | Buy |
11,833
+202
| +2% | +$16.9K | 0.07% | 215 |
|
|
2024
Q2 | $911K | Sell |
11,631
-175
| -1% | -$13.7K | 0.07% | 219 |
|
|
2024
Q1 | $943K | Sell |
11,806
-59
| -0.5% | -$4.71K | 0.08% | 204 |
|
|
2023
Q4 | $894K | Sell |
11,865
-800
| -6% | -$60.3K | 0.08% | 195 |
|
|
2023
Q3 | $873K | Sell |
12,665
-1,896
| -13% | -$131K | 0.09% | 179 |
|
|
2023
Q2 | $1.06M | Sell |
14,561
-133
| -0.9% | -$9.64K | 0.11% | 163 |
|
|
2023
Q1 | $1.05M | Buy |
14,694
+175
| +1% | +$12.5K | 0.11% | 171 |
|
|
2022
Q4 | $953K | Buy |
+14,519
| New | +$953K | 0.11% | 171 |
|