Delos Wealth Advisors’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 | $211K | Buy |
+2,355
| New | +$211K | 0.16% | 51 |
|
|
2025
Q1 | – | Sell |
-2,355
| Closed | -$178K | – | 88 |
|
|
2024
Q4 | $178K | Hold |
2,355
| – | – | 0.14% | 51 |
|
|
2024
Q3 | $197K | Hold |
2,355
| – | – | 0.17% | 54 |
|
|
2024
Q2 | $184K | Hold |
2,355
| – | – | 0.18% | 55 |
|
|
2024
Q1 | $188K | Hold |
2,355
| – | – | 0.21% | 46 |
|
|
2023
Q4 | $177K | Hold |
2,355
| – | – | 0.26% | 36 |
|
|
2023
Q3 | $168K | Hold |
2,355
| – | – | 0.2% | 44 |
|
|
2023
Q2 | $171K | Hold |
2,355
| – | – | 0.22% | 44 |
|
|
2023
Q1 | $168K | Hold |
2,355
| – | – | 0.21% | 46 |
|
|
2022
Q4 | $155K | Hold |
2,355
| – | – | 0.24% | 41 |
|
|
2022
Q3 | $132K | Hold |
2,355
| – | – | 0.16% | 43 |
|
|
2022
Q2 | $147K | Hold |
2,355
| – | – | 0.16% | 43 |
|
|
2022
Q1 | $173K | Hold |
2,355
| – | – | 0.17% | 51 |
|
|
2021
Q4 | $185K | Hold |
2,355
| – | – | 0.18% | 41 |
|
|
2021
Q3 | $184K | Sell |
2,355
-23
| -1% | -$1.8K | 0.2% | 41 |
|
|
2021
Q2 | $188K | Buy |
+2,378
| New | +$188K | 0.23% | 43 |
|