Icon Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Icon Wealth Advisors’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$273K	Buy
2025 Q2	$251K	Buy
2025 Q1	$130K	Hold
2024 Q4	$120K	Hold
2024 Q3	$133K	Hold
2024 Q2	$128K	Sell
2024 Q1	$257K	Sell
2023 Q4	$714K	Buy
2022 Q4	$1.37M	Hold
2022 Q3	$1.17M	Buy