IAM Advisory’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
$244K Hold
2025
Q2
$233K Buy
2025
Q1
$210K Buy
2023
Q4
Sell
2023
Q3
$229K Sell
2023
Q2
$1.56M Buy
2023
Q1
$1.42M Buy
2021
Q3
Sell
2021
Q2
$1K Buy