Integris Wealth Management’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 | $409K | Hold |
4,575
| – | – | 0.11% | 73 |
|
|
2025
Q1 | $374K | Sell |
4,575
-318
| -6% | -$26K | 0.11% | 67 |
|
|
2024
Q4 | $370K | Buy |
4,893
+219
| +5% | +$16.6K | 0.1% | 68 |
|
|
2024
Q3 | $391K | Hold |
4,674
| – | – | 0.11% | 64 |
|
|
2024
Q2 | $366K | Hold |
4,674
| – | – | 0.11% | 63 |
|
|
2024
Q1 | $373K | Hold |
4,674
| – | – | 0.1% | 62 |
|
|
2023
Q4 | $352K | Hold |
4,674
| – | – | 0.1% | 64 |
|
|
2023
Q3 | $322K | Sell |
4,674
-898
| -16% | -$61.9K | 0.11% | 61 |
|
|
2023
Q2 | $404K | Hold |
5,572
| – | – | 0.14% | 52 |
|
|
2023
Q1 | $399K | Buy |
5,572
+1,250
| +29% | +$89.4K | 0.15% | 51 |
|
|
2022
Q4 | $284K | Buy |
+4,322
| New | +$284K | 0.11% | 66 |
|