GSB 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 | $287K | Buy |
3,206
+39
| +1% | +$3.49K | 0.07% | 188 |
|
2025
Q1 | $259K | Buy |
3,167
+1
| +0% | +$82 | 0.07% | 184 |
|
2024
Q4 | $239K | Buy |
3,166
+31
| +1% | +$2.35K | 0.06% | 200 |
|
2024
Q3 | $262K | Hold |
3,135
| – | – | 0.07% | 192 |
|
2024
Q2 | $246K | Buy |
3,135
+39
| +1% | +$3.06K | 0.07% | 197 |
|
2024
Q1 | $247K | Hold |
3,096
| – | – | 0.07% | 195 |
|
2023
Q4 | $233K | Buy |
3,096
+27
| +0.9% | +$2.03K | 0.07% | 191 |
|
2023
Q3 | $212K | Hold |
3,069
| – | – | 0.07% | 190 |
|
2023
Q2 | $222K | Buy |
3,069
+39
| +1% | +$2.83K | 0.07% | 191 |
|
2023
Q1 | $217K | Buy |
+3,030
| New | +$217K | 0.07% | 198 |
|
2022
Q2 | – | Sell |
-3,440
| Closed | -$253K | – | 204 |
|
2022
Q1 | $253K | Buy |
3,440
+6
| +0.2% | +$441 | 0.07% | 197 |
|
2021
Q4 | $270K | Buy |
+3,434
| New | +$270K | 0.08% | 198 |
|
2021
Q3 | – | Sell |
-3,200
| Closed | -$252K | – | 173 |
|
2021
Q2 | $252K | Buy |
3,200
+31
| +1% | +$2.44K | 0.08% | 198 |
|
2021
Q1 | $240K | Buy |
+3,169
| New | +$240K | 0.08% | 191 |
|