Gen-Wealth Partners’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 | $890K | Buy |
9,958
+28
| +0.3% | +$2.5K | 0.34% | 80 |
|
|
2025
Q1 | $812K | Buy |
9,930
+7,040
| +244% | +$575K | 0.34% | 80 |
|
|
2024
Q4 | $219K | Hold |
2,890
| – | – | 0.09% | 203 |
|
|
2024
Q3 | $230K | Hold |
2,890
| – | – | 0.1% | 203 |
|
|
2024
Q2 | $226K | Hold |
2,890
| – | – | 0.11% | 186 |
|
|
2024
Q1 | $231K | Buy |
+2,890
| New | +$231K | 0.11% | 187 |
|