GC Wealth Management RIA’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
$638K Sell
7,134
-1,887
-21% -$169K 0.05% 281
2025
Q1
$737K Sell
9,021
-2,356
-21% -$193K 0.14% 139
2024
Q4
$860K Sell
11,377
-3,420
-23% -$259K 0.15% 118
2024
Q3
$1.24M Sell
14,797
-920
-6% -$76.9K 0.22% 99
2024
Q2
$1.23M Sell
15,717
-169
-1% -$13.2K 0.24% 84
2024
Q1
$1.27M Buy
+15,886
New +$1.27M 0.25% 78