IAG Wealth Partners’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 | $97.8K | Hold |
1,094
| – | – | 0.01% | 153 |
|
|
2025
Q1 | $89.4K | Hold |
1,094
| – | – | 0.01% | 153 |
|
|
2024
Q4 | $82.7K | Hold |
1,094
| – | – | 0.01% | 152 |
|
|
2024
Q3 | $91.5K | Buy |
1,094
+888
| +431% | +$74.3K | 0.02% | 136 |
|
|
2024
Q2 | $16.1K | Hold |
206
| – | – | ﹤0.01% | 288 |
|
|
2024
Q1 | $16.5K | Hold |
206
| – | – | ﹤0.01% | 260 |
|
|
2023
Q4 | $15.5K | Hold |
206
| – | – | ﹤0.01% | 260 |
|
|
2023
Q3 | $14.2K | Hold |
206
| – | – | ﹤0.01% | 261 |
|
|
2023
Q2 | $14.9K | Buy |
+206
| New | +$14.9K | ﹤0.01% | 268 |
|
|
2020
Q4 | – | Sell |
-56
| Closed | -$4K | – | 356 |
|
|
2020
Q3 | $4K | Sell |
56
-305
| -84% | -$21.8K | ﹤0.01% | 291 |
|
|
2020
Q2 | $22K | Sell |
361
-582
| -62% | -$35.5K | 0.01% | 156 |
|
|
2020
Q1 | $51K | Sell |
943
-300
| -24% | -$16.2K | 0.03% | 94 |
|
|
2019
Q4 | $87K | Buy |
+1,243
| New | +$87K | 0.06% | 75 |
|