DWS
Discipline Wealth Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Buy |
7,560
+3,948
| +109% | +$353K | 0.26% | 49 |
|
|
2025
Q1 | $295K | Sell |
3,612
-120
| -3% | -$9.81K | 0.14% | 63 |
|
|
2024
Q4 | $282K | Sell |
3,732
-241
| -6% | -$18.2K | 0.13% | 70 |
|
|
2024
Q3 | $332K | Buy |
3,973
+1,091
| +38% | +$91.3K | 0.18% | 56 |
|
|
2024
Q2 | $226K | Buy |
+2,882
| New | +$226K | 0.18% | 26 |
|