HCR Wealth Advisors’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 | $499K | Buy |
5,579
+523
| +10% | +$46.8K | 0.06% | 138 |
|
|
2025
Q1 | $413K | Sell |
5,056
-6
| -0.1% | -$490 | 0.05% | 159 |
|
|
2024
Q4 | $383K | Hold |
5,062
| – | – | 0.05% | 166 |
|
|
2024
Q3 | $423K | Hold |
5,062
| – | – | 0.06% | 154 |
|
|
2024
Q2 | $397K | Hold |
5,062
| – | – | 0.06% | 147 |
|
|
2024
Q1 | $404K | Hold |
5,062
| – | – | 0.06% | 145 |
|
|
2023
Q4 | $381K | Buy |
+5,062
| New | +$381K | 0.06% | 138 |
|
|
2020
Q2 | – | Sell |
-765
| Closed | -$41K | – | 249 |
|
|
2020
Q1 | $41K | Hold |
765
| – | – | 0.01% | 178 |
|
|
2019
Q4 | $53K | Buy |
+765
| New | +$53K | 0.01% | 180 |
|