Greenup Street 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 | $1.14M | Buy |
12,698
+3,836
| +43% | +$343K | 0.2% | 60 |
|
|
2025
Q1 | $724K | Sell |
8,862
-1,578
| -15% | -$129K | 0.14% | 66 |
|
|
2024
Q4 | $789K | Sell |
10,440
-39,265
| -79% | -$2.97M | 0.16% | 62 |
|
|
2024
Q3 | $4.16M | Buy |
49,705
+38,887
| +359% | +$3.25M | 0.86% | 29 |
|
|
2024
Q2 | $847K | Hold |
10,818
| – | – | 0.2% | 54 |
|
|
2024
Q1 | $864K | Sell |
10,818
-238
| -2% | -$19K | 0.22% | 55 |
|
|
2023
Q4 | $833K | Sell |
11,056
-10,588
| -49% | -$798K | 0.23% | 55 |
|
|
2023
Q3 | $1.49M | Sell |
21,644
-955
| -4% | -$65.8K | 0.49% | 38 |
|
|
2023
Q2 | $1.64M | Sell |
22,599
-3,615
| -14% | -$262K | 0.45% | 49 |
|
|
2023
Q1 | $1.87M | Sell |
26,214
-3,236
| -11% | -$231K | 0.66% | 31 |
|
|
2022
Q4 | $1.93M | Buy |
29,450
+2,695
| +10% | +$177K | 0.81% | 32 |
|
|
2022
Q3 | $1.5M | Sell |
26,755
-8,590
| -24% | -$481K | 0.68% | 37 |
|
|
2022
Q2 | $2.21M | Buy |
35,345
+9,750
| +38% | +$609K | 1.04% | 27 |
|
|
2022
Q1 | $1.88M | Sell |
25,595
-8,549
| -25% | -$629K | 1.04% | 33 |
|
|
2021
Q4 | $2.69M | Buy |
+34,144
| New | +$2.69M | 1.58% | 18 |
|