Elevation 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 | $727K | Buy |
8,129
+104
| +1% | +$9.3K | 0.29% | 56 |
|
|
2025
Q1 | $656K | Hold |
8,025
| – | – | 0.28% | 57 |
|
|
2024
Q4 | $607K | Buy |
8,025
+82
| +1% | +$6.2K | 0.26% | 57 |
|
|
2024
Q3 | $664K | Hold |
7,943
| – | – | 0.29% | 54 |
|
|
2024
Q2 | $622K | Buy |
7,943
+103
| +1% | +$8.07K | 0.29% | 53 |
|
|
2024
Q1 | $626K | Buy |
7,840
+760
| +11% | +$60.7K | 0.31% | 55 |
|
|
2023
Q4 | $488K | Buy |
7,080
+985
| +16% | +$67.9K | 0.29% | 61 |
|
|
2023
Q3 | $420K | Hold |
6,095
| – | – | 0.36% | 37 |
|
|
2023
Q2 | $442K | Hold |
6,095
| – | – | 0.37% | 37 |
|
|
2023
Q1 | $436K | Buy |
+6,095
| New | +$436K | 0.4% | 36 |
|