Evolution Wealth Advisors’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 | $433K | Buy |
4,840
+572
| +13% | +$51.1K | 0.06% | 106 |
|
|
2025
Q1 | $349K | Buy |
4,268
+1,437
| +51% | +$117K | 0.06% | 109 |
|
|
2024
Q4 | $214K | Sell |
2,831
-157
| -5% | -$11.9K | 0.04% | 135 |
|
|
2024
Q3 | $250K | Sell |
2,988
-60
| -2% | -$5.02K | 0.04% | 112 |
|
|
2024
Q2 | $239K | Buy |
3,048
+48
| +2% | +$3.76K | 0.05% | 121 |
|
|
2024
Q1 | $240K | Buy |
3,000
+30
| +1% | +$2.4K | 0.05% | 115 |
|
|
2023
Q4 | $224K | Buy |
2,970
+31
| +1% | +$2.34K | 0.05% | 115 |
|
|
2023
Q3 | $203K | Buy |
+2,939
| New | +$203K | 0.05% | 108 |
|
|
2021
Q4 | – | Sell |
-935
| Closed | -$73K | – | 296 |
|
|
2021
Q3 | $73K | Buy |
935
+490
| +110% | +$38.3K | 0.02% | 170 |
|
|
2021
Q2 | $35K | Buy |
+445
| New | +$35K | 0.01% | 238 |
|