Evolution Wealth Advisors’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
$549K Buy
2025
Q2
$433K Buy
2025
Q1
$349K Buy
2024
Q4
$214K Sell
2024
Q3
$250K Sell
2024
Q2
$239K Buy
2024
Q1
$240K Buy
2023
Q4
$224K Buy
2023
Q3
$203K Buy
2021
Q4
Sell
2021
Q3
$73K Buy
2021
Q2
$35K Buy