Innova Wealth Partners’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 | $1.58M | Buy |
17,648
+2,761
| +19% | +$247K | 0.93% | 33 |
|
|
2025
Q1 | $1.22M | Buy |
14,887
+5,417
| +57% | +$443K | 0.75% | 28 |
|
|
2024
Q4 | $716K | Buy |
+9,470
| New | +$716K | 0.45% | 41 |
|
|
2024
Q3 | – | Sell |
-12,358
| Closed | -$968K | – | 95 |
|
|
2024
Q2 | $968K | Sell |
12,358
-28,780
| -70% | -$2.25M | 0.69% | 34 |
|
|
2024
Q1 | $3.29M | Buy |
41,138
+21,899
| +114% | +$1.75M | 2.54% | 17 |
|
|
2023
Q4 | $1.45M | Buy |
+19,239
| New | +$1.45M | 1.25% | 21 |
|
|
2023
Q3 | – | Sell |
-19,452
| Closed | -$1.41M | – | 58 |
|
|
2023
Q2 | $1.41M | Sell |
19,452
-20,973
| -52% | -$1.52M | 1.2% | 22 |
|
|
2023
Q1 | $2.89M | Buy |
40,425
+14,881
| +58% | +$1.06M | 2.53% | 11 |
|
|
2022
Q4 | $1.68M | Buy |
25,544
+16,017
| +168% | +$1.05M | 1.47% | 16 |
|
|
2022
Q3 | $534K | Sell |
9,527
-2,216
| -19% | -$124K | 0.49% | 24 |
|
|
2022
Q2 | $734K | Buy |
11,743
+5,475
| +87% | +$342K | 0.62% | 18 |
|
|
2022
Q1 | $461K | Buy |
6,268
+3,660
| +140% | +$269K | 0.33% | 33 |
|
|
2021
Q4 | $205K | Sell |
2,608
-34,788
| -93% | -$2.73M | 0.15% | 70 |
|
|
2021
Q3 | $2.92M | Sell |
37,396
-27,563
| -42% | -$2.15M | 2.31% | 18 |
|
|
2021
Q2 | $5.12M | Buy |
64,959
+7,780
| +14% | +$614K | 4.04% | 6 |
|
|
2021
Q1 | $4.34M | Buy |
57,179
+44,861
| +364% | +$3.4M | 3.69% | 14 |
|
|
2020
Q4 | $899K | Buy |
+12,318
| New | +$899K | 0.84% | 27 |
|