HB 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 | $17.7M | Sell |
198,521
-10,036
| -5% | -$897K | 0.14% | 79 |
|
|
2025
Q1 | $17M | Buy |
208,557
+27,493
| +15% | +$2.25M | 0.14% | 85 |
|
|
2024
Q4 | $13.7M | Sell |
181,064
-31
| -0% | -$2.34K | 0.14% | 75 |
|
|
2024
Q3 | $15.1M | Buy |
181,095
+3,226
| +2% | +$270K | 0.16% | 70 |
|
|
2024
Q2 | $13.9M | Sell |
177,869
-920
| -0.5% | -$72.1K | 0.16% | 69 |
|
|
2024
Q1 | $14.3M | Sell |
178,789
-4,279
| -2% | -$342K | 0.18% | 62 |
|
|
2023
Q4 | $13.8M | Buy |
183,068
+69,704
| +61% | +$5.25M | 0.2% | 60 |
|
|
2023
Q3 | $7.81M | Buy |
113,364
+1,873
| +2% | +$129K | 0.13% | 86 |
|
|
2023
Q2 | $8.08M | Sell |
111,491
-2,242
| -2% | -$163K | 0.13% | 84 |
|
|
2023
Q1 | $8.13M | Sell |
113,733
-54
| -0% | -$3.86K | 0.14% | 77 |
|
|
2022
Q4 | $7.47M | Buy |
113,787
+14,720
| +15% | +$966K | 0.14% | 81 |
|
|
2022
Q3 | $5.55M | Sell |
99,067
-4,699
| -5% | -$263K | 0.12% | 91 |
|
|
2022
Q2 | $6.48M | Sell |
103,766
-534
| -0.5% | -$33.4K | 0.13% | 83 |
|
|
2022
Q1 | $7.68M | Buy |
104,300
+10,617
| +11% | +$781K | 0.14% | 74 |
|
|
2021
Q4 | $7.37M | Buy |
+93,683
| New | +$7.37M | 0.15% | 58 |
|