High Net Worth Advisory 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
Q2 | $1.1M | Hold |
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|
2025
Q1 | $1M | Hold |
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|
2024
Q4 | $926K | Hold |
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|
2024
Q3 | $1.02M | Hold |
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|
2024
Q2 | $960K | Hold |
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|
2024
Q1 | $978K | Hold |
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|
2023
Q4 | $923K | Sell |
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|
2023
Q3 | $848K | Hold |
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|
2023
Q2 | $892K | Hold |
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|
2023
Q1 | $879K | Hold |
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|
2022
Q4 | $807K | Buy |
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|
2022
Q3 | $241K | Buy |
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|
2022
Q2 | $59K | Hold |
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|
2022
Q1 | $70K | Hold |
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|
2021
Q4 | $75K | Buy |
|