Kingswood Wealth Advisors’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 | $777K | Buy |
8,697
+146
| +2% | +$13.1K | 0.06% | 309 |
|
|
2025
Q1 | $699K | Sell |
8,551
-4,156
| -33% | -$340K | 0.06% | 321 |
|
|
2024
Q4 | $961K | Buy |
12,707
+2,669
| +27% | +$202K | 0.07% | 282 |
|
|
2024
Q3 | $841K | Buy |
10,038
+2,522
| +34% | +$211K | 0.06% | 331 |
|
|
2024
Q2 | $589K | Buy |
7,516
+1,039
| +16% | +$81.4K | 0.05% | 351 |
|
|
2024
Q1 | $517K | Buy |
6,477
+15
| +0.2% | +$1.2K | 0.06% | 337 |
|
|
2023
Q4 | $487K | Buy |
+6,462
| New | +$487K | 0.06% | 351 |
|
|
2023
Q3 | – | Sell |
-5,440
| Closed | -$394K | – | 442 |
|
|
2023
Q2 | $394K | Buy |
+5,440
| New | +$394K | 0.13% | 163 |
|