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Financial Guidance Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$504K Sell
5,643
-212
-4% -$19K 0.25% 55
2025
Q1
$479K Sell
5,855
-4,520
-44% -$369K 0.26% 50
2024
Q4
$784K Buy
10,375
+4,475
+76% +$338K 0.43% 42
2024
Q3
$493K Sell
5,900
-66
-1% -$5.52K 0.29% 48
2024
Q2
$467K Sell
5,966
-896
-13% -$70.2K 0.29% 51
2024
Q1
$548K Hold
6,862
0.36% 36
2023
Q4
$517K Hold
6,862
0.36% 38
2023
Q3
$473K Hold
6,862
0.36% 38
2023
Q2
$497K Sell
6,862
-15
-0.2% -$1.09K 0.37% 35
2023
Q1
$492K Hold
6,877
0.37% 33
2022
Q4
$451K Hold
6,877
0.37% 32
2022
Q3
$385K Sell
6,877
-6,963
-50% -$390K 0.31% 36
2022
Q2
$865K Sell
13,840
-259
-2% -$16.2K 0.68% 25
2022
Q1
$1.04M Buy
+14,099
New +$1.04M 0.71% 23