Helen Stephens Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$786K Hold
2025
Q2
$752K Sell
2025
Q1
$693K Hold
2024
Q4
$641K Buy
2024
Q3
$700K Buy
2024
Q2
$637K Buy
2022
Q1
Sell
2021
Q4
$223K Buy