Executive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,731
| Closed | -$228K | – | 262 |
|
|
2024
Q3 | $228K | Buy |
+2,731
| New | +$228K | 0.02% | 247 |
|
|
2024
Q2 | – | Sell |
-2,706
| Closed | -$215K | – | 154 |
|
|
2024
Q1 | $215K | Buy |
+2,706
| New | +$215K | 0.02% | 233 |
|
|
2019
Q3 | – | Sell |
-3,265
| Closed | -$215K | – | 317 |
|
|
2019
Q2 | $215K | Buy |
3,265
+67
| +2% | +$4.41K | 0.03% | 154 |
|
|
2019
Q1 | $207K | Sell |
3,198
-959
| -23% | -$62.1K | 0.04% | 142 |
|
|
2018
Q4 | $244K | Buy |
+4,157
| New | +$244K | 0.04% | 138 |
|