KPWG
KFA Private Wealth Group’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
16,356
-1,907
| -10% | -$170K | 0.45% | 32 |
|
|
2025
Q1 | $1.49M | Buy |
18,263
+6,093
| +50% | +$498K | 0.52% | 30 |
|
|
2024
Q4 | $920K | Buy |
12,170
+827
| +7% | +$62.5K | 0.39% | 31 |
|
|
2024
Q3 | $949K | Buy |
11,343
+796
| +8% | +$66.6K | 0.45% | 29 |
|
|
2024
Q2 | $826K | Sell |
10,547
-26,031
| -71% | -$2.04M | 0.43% | 29 |
|
|
2024
Q1 | $2.92M | Buy |
36,578
+9,385
| +35% | +$749K | 0.91% | 20 |
|
|
2023
Q4 | $2.05M | Buy |
27,193
+1,873
| +7% | +$141K | 0.73% | 23 |
|
|
2023
Q3 | $1.75M | Buy |
25,320
+5,048
| +25% | +$348K | 0.73% | 22 |
|
|
2023
Q2 | $1.47M | Buy |
20,272
+309
| +2% | +$22.4K | 0.61% | 25 |
|
|
2023
Q1 | $1.43M | Sell |
19,963
-696
| -3% | -$49.8K | 0.65% | 24 |
|
|
2022
Q4 | $1.36M | Buy |
20,659
+13,709
| +197% | +$900K | 0.69% | 22 |
|
|
2022
Q3 | $389K | Buy |
6,950
+144
| +2% | +$8.06K | 0.21% | 41 |
|
|
2022
Q2 | $425K | Buy |
6,806
+643
| +10% | +$40.2K | 0.24% | 40 |
|
|
2022
Q1 | $454K | Sell |
6,163
-22
| -0.4% | -$1.62K | 0.23% | 44 |
|
|
2021
Q4 | $487K | Sell |
6,185
-96
| -2% | -$7.56K | 0.24% | 42 |
|
|
2021
Q3 | $490K | Sell |
6,281
-540
| -8% | -$42.1K | 0.27% | 40 |
|
|
2021
Q2 | $538K | Buy |
6,821
+28
| +0.4% | +$2.21K | 0.29% | 36 |
|
|
2021
Q1 | $515K | Sell |
6,793
-127
| -2% | -$9.63K | 0.3% | 38 |
|
|
2020
Q4 | $505K | Sell |
6,920
-70
| -1% | -$5.11K | 0.32% | 37 |
|
|
2020
Q3 | $445K | Sell |
6,990
-316
| -4% | -$20.1K | 0.33% | 38 |
|
|
2020
Q2 | $445K | Buy |
7,306
+169
| +2% | +$10.3K | 0.43% | 27 |
|
|
2020
Q1 | $382K | Sell |
7,137
-409
| -5% | -$21.9K | 0.45% | 28 |
|
|
2019
Q4 | $524K | Buy |
+7,546
| New | +$524K | 0.48% | 27 |
|