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

Inspirion Wealth Advisors’s Portfolio EFA Stock Details EFA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,621
Closed -$369K – 143
2022
Q4 		$369K Sell
5,621
-879
-14% -$57.7K 0.08% 92
2022
Q3 		$364K Sell
6,500
-2,894
-31% -$162K 0.08% 86
2022
Q2 		$587K Buy
+9,394
New +$587K 0.13% 68