Grand 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-898
| Closed | -$71.7K | – | 64 |
|
|
2024
Q1 | $71.7K | Hold |
898
| – | – | 0.03% | 53 |
|
|
2023
Q4 | $67.7K | Hold |
898
| – | – | 0.04% | 55 |
|
|
2023
Q3 | $61.9K | Hold |
898
| – | – | 0.04% | 50 |
|
|
2023
Q2 | $65.1K | Hold |
898
| – | – | 0.04% | 47 |
|
|
2023
Q1 | $64.3K | Hold |
898
| – | – | 0.04% | 45 |
|
|
2022
Q4 | $59K | Hold |
898
| – | – | 0.04% | 44 |
|
|
2022
Q3 | $50K | Hold |
898
| – | – | 0.03% | 45 |
|
|
2022
Q2 | $56K | Sell |
898
-186
| -17% | -$11.6K | 0.03% | 47 |
|
|
2022
Q1 | $80K | Hold |
1,084
| – | – | 0.04% | 42 |
|
|
2021
Q4 | $85K | Buy |
+1,084
| New | +$85K | 0.04% | 42 |
|