ICA Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-545
| Closed | -$43.6K | – | 913 |
|
|
2024
Q1 | $43.6K | Sell |
545
-7
| -1% | -$559 | 0.01% | 585 |
|
|
2023
Q4 | $41.6K | Buy |
+552
| New | +$41.6K | 0.01% | 556 |
|
|
2023
Q3 | – | Sell |
-529
| Closed | -$38.3K | – | 479 |
|
|
2023
Q2 | $38.3K | Buy |
529
+10
| +2% | +$724 | 0.01% | 549 |
|
|
2023
Q1 | $37.1K | Hold |
519
| – | – | 0.01% | 541 |
|
|
2022
Q4 | $34.1K | Buy |
+519
| New | +$34.1K | 0.01% | 591 |
|
|
2022
Q2 | – | Sell |
-9,853
| Closed | -$690K | – | 386 |
|
|
2022
Q1 | $690K | Buy |
+9,853
| New | +$690K | 0.13% | 155 |
|