Icon Wealth Advisors’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 | $251K | Buy |
2,809
+1,222
| +77% | +$109K | 0.02% | 337 |
|
|
2025
Q1 | $130K | Hold |
1,587
| – | – | 0.01% | 433 |
|
|
2024
Q4 | $120K | Hold |
1,587
| – | – | 0.01% | 466 |
|
|
2024
Q3 | $133K | Hold |
1,587
| – | – | 0.01% | 428 |
|
|
2024
Q2 | $128K | Sell |
1,587
-1,627
| -51% | -$131K | 0.01% | 396 |
|
|
2024
Q1 | $257K | Sell |
3,214
-6,267
| -66% | -$500K | 0.02% | 303 |
|
|
2023
Q4 | $714K | Buy |
+9,481
| New | +$714K | 0.07% | 149 |
|
|
2022
Q4 | $1.37M | Hold |
20,871
| – | – | 0.16% | 117 |
|
|
2022
Q3 | $1.17M | Buy |
+20,871
| New | +$1.17M | 0.14% | 119 |
|