Elwood & Goetz Wealth Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $384K | Sell |
|
|||||
|
2025
Q2 | $370K | Sell |
|
|||||
|
2025
Q1 | $349K | Hold |
|
|||||
|
2024
Q4 | $323K | Sell |
|
|||||
|
2024
Q3 | $421K | Hold |
|
|||||
|
2024
Q2 | $394K | Hold |
|
|||||
|
2024
Q1 | $402K | Buy |
|
|||||
|
2023
Q4 | $370K | Buy |
|
|||||
|
2023
Q3 | $287K | Hold |
|
|||||
|
2023
Q2 | $302K | Hold |
|
|||||
|
2023
Q1 | $298K | Hold |
|
|||||
|
2022
Q4 | $274K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $318K | Hold |
|
|||||
|
2019
Q3 | $299K | Sell |
|
|||||
|
2019
Q2 | $323K | Buy |
|
|||||
|
2019
Q1 | $297K | Sell |
|
|||||
|
2018
Q4 | $319K | Buy |
|