Forza 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Hold |
5,000
| – | – | 0.18% | 128 |
|
|
2025
Q1 | $409K | Hold |
5,000
| – | – | 0.18% | 124 |
|
|
2024
Q4 | $378K | Hold |
5,000
| – | – | 0.17% | 133 |
|
|
2024
Q3 | $418K | Hold |
5,000
| – | – | 0.19% | 135 |
|
|
2024
Q2 | $392K | Hold |
5,000
| – | – | 0.2% | 128 |
|
|
2024
Q1 | $399K | Hold |
5,000
| – | – | 0.21% | 129 |
|
|
2023
Q4 | $377K | Hold |
5,000
| – | – | 0.21% | 128 |
|
|
2023
Q3 | $345K | Hold |
5,000
| – | – | 0.18% | 139 |
|
|
2023
Q2 | $363K | Hold |
5,000
| – | – | 0.18% | 140 |
|
|
2023
Q1 | $358K | Hold |
5,000
| – | – | 0.18% | 138 |
|
|
2022
Q4 | $328K | Buy |
+5,000
| New | +$328K | 0.22% | 113 |
|