Journey Strategic Wealth’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
Q1 | – | Sell |
-16,319
| Closed | -$1.23M | – | 514 |
|
|
2024
Q4 | $1.23M | Buy |
+16,319
| New | +$1.23M | 0.05% | 100 |
|
|
2024
Q3 | – | Sell |
-13,118
| Closed | -$1.03M | – | 514 |
|
|
2024
Q2 | $1.03M | Buy |
+13,118
| New | +$1.03M | 0.04% | 87 |
|
|
2022
Q4 | – | Sell |
-6,938
| Closed | -$388K | – | 248 |
|
|
2022
Q3 | $388K | Buy |
+6,938
| New | +$388K | 0.05% | 83 |
|