GeoWealth 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 | $8.85K | Buy |
99
+8
| +9% | +$715 | ﹤0.01% | 1121 |
|
|
2025
Q1 | $7.44K | Buy |
+91
| New | +$7.44K | ﹤0.01% | 1004 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | – | – | 681 |
|
|
2023
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 495 |
|
|
2023
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 445 |
|
|
2023
Q1 | $0 | Sell |
5
-271
| -98% | – | ﹤0.01% | 398 |
|
|
2022
Q4 | $18K | Sell |
276
-4,690
| -94% | -$306K | ﹤0.01% | 322 |
|
|
2022
Q3 | $278K | Sell |
4,966
-249
| -5% | -$13.9K | 0.03% | 210 |
|
|
2022
Q2 | $325K | Sell |
5,215
-899
| -15% | -$56K | 0.04% | 203 |
|
|
2022
Q1 | $449K | Sell |
6,114
-6,732
| -52% | -$494K | 0.04% | 220 |
|
|
2021
Q4 | $1.01M | Buy |
12,846
+205
| +2% | +$16.1K | 0.08% | 148 |
|
|
2021
Q3 | $986K | Buy |
+12,641
| New | +$986K | 0.08% | 159 |
|
|
2020
Q3 | – | Sell |
-5,600
| Closed | -$341K | – | 165 |
|
|
2020
Q2 | $341K | Sell |
5,600
-400
| -7% | -$24.4K | 0.14% | 116 |
|
|
2020
Q1 | $321K | Sell |
6,000
-1,232
| -17% | -$65.9K | 0.23% | 68 |
|
|
2019
Q4 | $502K | Sell |
7,232
-2,359
| -25% | -$164K | 0.27% | 58 |
|
|
2019
Q3 | $626K | Buy |
9,591
+2,359
| +33% | +$154K | 0.14% | 88 |
|
|
2019
Q2 | $475K | Buy |
+7,232
| New | +$475K | 1.25% | 21 |
|