Hemington 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 | $1.54M | Buy |
17,180
+1,322
| +8% | +$118K | 0.22% | 36 |
|
2025
Q1 | $1.3M | Sell |
15,858
-193
| -1% | -$15.8K | 0.2% | 41 |
|
2024
Q4 | $1.21M | Hold |
16,051
| – | – | 0.31% | 40 |
|
2024
Q3 | $1.27M | Buy |
16,051
+193
| +1% | +$15.3K | 0.34% | 39 |
|
2024
Q2 | $1.24M | Hold |
15,858
| – | – | 0.42% | 37 |
|
2024
Q1 | $1.27M | Hold |
15,858
| – | – | 0.46% | 35 |
|
2023
Q4 | $1.2M | Sell |
15,858
-139
| -0.9% | -$10.5K | 0.46% | 33 |
|
2023
Q3 | $1.1M | Buy |
15,997
+498
| +3% | +$34.3K | 0.52% | 28 |
|
2023
Q2 | $1.12M | Hold |
15,499
| – | – | 0.46% | 29 |
|
2023
Q1 | $1.11M | Sell |
15,499
-199
| -1% | -$14.2K | 0.45% | 29 |
|
2022
Q4 | $1.03M | Buy |
15,698
+1,643
| +12% | +$108K | 0.44% | 29 |
|
2022
Q3 | $787K | Sell |
14,055
-65
| -0.5% | -$3.64K | 0.34% | 34 |
|
2022
Q2 | $882K | Hold |
14,120
| – | – | 0.35% | 35 |
|
2022
Q1 | $1.04M | Buy |
+14,120
| New | +$1.04M | 0.35% | 35 |
|