Independent Wealth Network’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 | $973K | Buy |
10,885
+57
| +0.5% | +$5.1K | 0.35% | 77 |
|
|
2025
Q1 | $885K | Buy |
10,828
+775
| +8% | +$63.3K | 0.35% | 76 |
|
|
2024
Q4 | $760K | Buy |
10,053
+344
| +4% | +$26K | 0.31% | 83 |
|
|
2024
Q3 | $812K | Buy |
9,709
+15
| +0.2% | +$1.25K | 0.36% | 73 |
|
|
2024
Q2 | $759K | Buy |
9,694
+74
| +0.8% | +$5.8K | 0.35% | 77 |
|
|
2024
Q1 | $768K | Buy |
9,620
+468
| +5% | +$37.4K | 0.36% | 73 |
|
|
2023
Q4 | $690K | Buy |
9,152
+1,911
| +26% | +$144K | 0.36% | 73 |
|
|
2023
Q3 | $499K | Sell |
7,241
-223
| -3% | -$15.4K | 0.31% | 85 |
|
|
2023
Q2 | $541K | Buy |
7,464
+506
| +7% | +$36.7K | 0.33% | 81 |
|
|
2023
Q1 | $498K | Buy |
6,958
+155
| +2% | +$11.1K | 0.32% | 76 |
|
|
2022
Q4 | $447K | Sell |
6,803
-11
| -0.2% | -$722 | 0.31% | 76 |
|
|
2022
Q3 | $382K | Sell |
6,814
-305
| -4% | -$17.1K | 0.3% | 90 |
|
|
2022
Q2 | $445K | Sell |
7,119
-102
| -1% | -$6.38K | 0.32% | 78 |
|
|
2022
Q1 | $531K | Sell |
7,221
-66
| -0.9% | -$4.85K | 0.34% | 82 |
|
|
2021
Q4 | $573K | Buy |
7,287
+184
| +3% | +$14.5K | 0.35% | 74 |
|
|
2021
Q3 | $581K | Buy |
+7,103
| New | +$581K | 0.38% | 72 |
|