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 |
|