Horizons 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 | $2.12M | Sell |
23,756
-473
| -2% | -$42.3K | 1.51% | 19 |
|
|
2025
Q1 | $1.98M | Sell |
24,229
-18
| -0.1% | -$1.47K | 1.47% | 19 |
|
|
2024
Q4 | $1.83M | Sell |
24,247
-884
| -4% | -$66.8K | 1.4% | 19 |
|
|
2024
Q3 | $2.1M | Sell |
25,131
-134
| -0.5% | -$11.2K | 1.61% | 19 |
|
|
2024
Q2 | $2.01M | Sell |
25,265
-69
| -0.3% | -$5.49K | 1.59% | 19 |
|
|
2024
Q1 | $1.91M | Hold |
25,334
| – | – | 1.25% | 19 |
|
|
2023
Q4 | $1.91M | Buy |
25,334
+524
| +2% | +$39.5K | 1.25% | 19 |
|
|
2023
Q3 | $1.71M | Buy |
24,810
+293
| +1% | +$20.2K | 1.25% | 19 |
|
|
2023
Q2 | $1.78M | Sell |
24,517
-1,722
| -7% | -$125K | 1.26% | 18 |
|
|
2023
Q1 | $1.88M | Sell |
26,239
-224
| -0.8% | -$16K | 1.38% | 18 |
|
|
2022
Q4 | $1.74M | Buy |
26,463
+7,739
| +41% | +$508K | 1.39% | 19 |
|
|
2022
Q3 | $1.05M | Buy |
18,724
+906
| +5% | +$50.8K | 0.97% | 18 |
|
|
2022
Q2 | $1.17M | Buy |
+17,818
| New | +$1.17M | 0.96% | 18 |
|