Insight 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 | – | Hold |
0
| – | – | – | 113 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 109 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 96 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 100 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 90 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 87 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 76 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 69 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 70 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 61 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 60 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 59 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 63 |
|
|
2022
Q1 | – | Sell |
-999
| Closed | -$79K | – | 74 |
|
|
2021
Q4 | $79K | Hold |
999
| – | – | 0.01% | 79 |
|
|
2021
Q3 | $78K | Buy |
999
+161
| +19% | +$12.6K | 0.04% | 53 |
|
|
2021
Q2 | $66K | Sell |
838
-133
| -14% | -$10.5K | 0.04% | 54 |
|
|
2021
Q1 | $74K | Buy |
+971
| New | +$74K | 0.04% | 50 |
|