Keebeck 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 | $212K | Buy |
+2,377
| New | +$212K | 0.03% | 321 |
|
|
2024
Q3 | – | Sell |
-7,759
| Closed | -$608K | – | 261 |
|
|
2024
Q2 | $608K | Buy |
7,759
+7
| +0.1% | +$548 | 0.09% | 156 |
|
|
2024
Q1 | $619K | Hold |
7,752
| – | – | 0.09% | 165 |
|
|
2023
Q4 | $584K | Buy |
7,752
+4
| +0.1% | +$301 | 0.1% | 164 |
|
|
2023
Q3 | $534K | Hold |
7,748
| – | – | 0.09% | 163 |
|
|
2023
Q2 | $562K | Buy |
7,748
+7
| +0.1% | +$507 | 0.08% | 168 |
|
|
2023
Q1 | $554K | Buy |
7,741
+578
| +8% | +$41.3K | 0.09% | 152 |
|
|
2022
Q4 | $470K | Sell |
7,163
-1,090
| -13% | -$71.5K | 0.08% | 159 |
|
|
2022
Q3 | $462K | Buy |
8,253
+2,663
| +48% | +$149K | 0.09% | 157 |
|
|
2022
Q2 | $349K | Buy |
5,590
+1,948
| +53% | +$122K | 0.07% | 181 |
|
|
2022
Q1 | $268K | Buy |
+3,642
| New | +$268K | 0.04% | 207 |
|