Daymark 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
$2.79M Sell
31,263
-291
-0.9% -$26K 0.11% 157
2025
Q1
$2.58M Sell
31,554
-8,187
-21% -$669K 0.11% 146
2024
Q4
$3M Buy
39,741
+311
+0.8% +$23.5K 0.13% 129
2024
Q3
$3.3M Buy
39,430
+600
+2% +$50.2K 0.14% 128
2024
Q2
$3.04M Buy
38,830
+14,861
+62% +$1.16M 0.14% 127
2024
Q1
$1.91M Sell
23,969
-879
-4% -$70.2K 0.1% 131
2023
Q4
$1.87M Buy
24,848
+1,471
+6% +$111K 0.12% 130
2023
Q3
$1.61M Buy
23,377
+15,356
+191% +$1.06M 0.11% 132
2023
Q2
$582K Buy
+8,021
New +$582K 0.04% 216