EPG Wealth Management’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
Q2 | $277K | Buy |
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|
2025
Q1 | $251K | Hold |
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|
2024
Q4 | $233K | Sell |
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|
2024
Q3 | $340K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $382K | Hold |
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|
2023
Q4 | $355K | Buy |
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|
2023
Q3 | $328K | Hold |
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|
2023
Q2 | $345K | Buy |
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|
2023
Q1 | $336K | Hold |
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|
2022
Q4 | $308K | Buy |
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|
2022
Q3 | $191K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $205K | Buy |
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|
2021
Q4 | $219K | Buy |
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|
2021
Q3 | $207K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $138K | Sell |
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|
2019
Q4 | $227K | Buy |
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