FPCG
Forum Private Client 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 | $641K | Sell |
7,173
-344
| -5% | -$30.8K | 0.25% | 42 |
|
|
2025
Q1 | $614K | Buy |
7,517
+7
| +0.1% | +$572 | 0.27% | 41 |
|
|
2024
Q4 | $568K | Sell |
7,510
-145
| -2% | -$11K | 0.25% | 41 |
|
|
2024
Q3 | $640K | Sell |
7,655
-337
| -4% | -$28.2K | 0.28% | 37 |
|
|
2024
Q2 | $626K | Buy |
7,992
+134
| +2% | +$10.5K | 0.3% | 38 |
|
|
2024
Q1 | $628K | Sell |
7,858
-630
| -7% | -$50.3K | 0.3% | 41 |
|
|
2023
Q4 | $640K | Buy |
+8,488
| New | +$640K | 0.33% | 41 |
|
|
2023
Q3 | – | Sell |
-10,667
| Closed | -$773K | – | 20 |
|
|
2023
Q2 | $773K | Sell |
10,667
-337
| -3% | -$24.4K | 0.44% | 38 |
|
|
2023
Q1 | $787K | Sell |
11,004
-452
| -4% | -$32.3K | 0.5% | 37 |
|
|
2022
Q4 | $752K | Sell |
11,456
-371
| -3% | -$24.4K | 0.52% | 37 |
|
|
2022
Q3 | $662K | Buy |
11,827
+216
| +2% | +$12.1K | 0.49% | 38 |
|
|
2022
Q2 | $726K | Buy |
11,611
+2,684
| +30% | +$168K | 0.53% | 37 |
|
|
2022
Q1 | $657K | Buy |
+8,927
| New | +$657K | 0.51% | 37 |
|