Focused Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Focused Wealth Management’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-46	Closed	-$3.47K	–	376
2023 Q4	$3.47K	Hold	46	–	–	﹤0.01%	689
2023 Q3	$3.17K	Hold	46	–	–	﹤0.01%	690
2023 Q2	$3.34K	Hold	46	–	–	﹤0.01%	698
2023 Q1	$3.29K	Hold	46	–	–	﹤0.01%	715
2022 Q4	$3.02K	Hold	46	–	–	﹤0.01%	713
2022 Q3	$3K	Hold	46	–	–	﹤0.01%	673
2022 Q2	$3K	Hold	46	–	–	﹤0.01%	654
2022 Q1	$3K	Hold	46	–	–	﹤0.01%	695
2021 Q4	$4K	Hold	46	–	–	﹤0.01%	686
2021 Q3	$4K	Hold	46	–	–	﹤0.01%	691
2021 Q2	$4K	Hold	46	–	–	﹤0.01%	692
2021 Q1	$3K	Hold	46	–	–	﹤0.01%	705
2020 Q4	$3K	Hold	46	–	–	﹤0.01%	663
2020 Q3	$3K	Sell	46 -220	-83%	-$14.3K	﹤0.01%	619
2020 Q2	$16K	Hold	266	–	–	﹤0.01%	427
2020 Q1	$14K	Sell	266 -17	-6%	-$895	﹤0.01%	409
2019 Q4	$20K	Buy	283 +17	+6%	+$1.2K	﹤0.01%	399
2019 Q3	$17K	Hold	266	–	–	﹤0.01%	402
2019 Q2	$17K	Hold	266	–	–	﹤0.01%	424
2019 Q1	$17K	Hold	266	–	–	0.01%	388
2018 Q4	$16K	Hold	266	–	–	0.01%	391
2018 Q3	$18K	Sell	266 -1	-0.4%	-$68	0.01%	367
2018 Q2	$18K	Buy	267 +4	+2%	+$270	0.01%	362
2018 Q1	$18K	Hold	263	–	–	0.01%	390
2017 Q4	$18K	Sell	263 -258	-50%	-$17.7K	0.01%	388
2017 Q3	$36K	Buy	521 +212	+69%	+$14.6K	0.01%	278
2017 Q2	$20K	Buy	309 +3	+1%	+$194	0.01%	373
2017 Q1	$19K	Hold	306	–	–	0.01%	376
2016 Q4	$18K	Buy	306 +2	+0.7%	+$118	0.01%	390
2016 Q3	$18K	Hold	304	–	–	0.01%	375
2016 Q2	$17K	Buy	304 +5	+2%	+$280	0.01%	372
2016 Q1	$17K	Sell	299 -29	-9%	-$1.65K	0.01%	321
2015 Q4	$19K	Buy	328 +68	+26%	+$3.94K	0.01%	322
2015 Q3	$15K	Buy	260 +3	+1%	+$173	0.01%	329
2015 Q2	$16K	Hold	257	–	–	0.01%	336
2015 Q1	$16K	Hold	257	–	–	0.01%	341
2014 Q4	$16K	Sell	257 -30	-10%	-$1.87K	0.01%	340
2014 Q3	$18K	Buy	287 +4	+1%	+$251	0.01%	325
2014 Q2	$19K	Hold	283	–	–	0.01%	314
2014 Q1	$19K	Hold	283	–	–	0.02%	290
2013 Q4	$19K	Sell	283 -196	-41%	-$13.2K	0.02%	297
2013 Q3	$31K	Buy	+479	New	+$31K	0.03%	206