Lake Street Private 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
Q2 | $233K | Buy |
+2,611
| New | +$233K | 0.03% | 233 |
|
|
2024
Q3 | – | Sell |
-2,567
| Closed | -$201K | – | 278 |
|
|
2024
Q2 | $201K | Hold |
2,567
| – | – | 0.03% | 312 |
|
|
2024
Q1 | $205K | Buy |
+2,567
| New | +$205K | 0.03% | 301 |
|
|
2022
Q3 | – | Sell |
-3,485
| Closed | -$218K | – | 290 |
|
|
2022
Q2 | $218K | Sell |
3,485
-253
| -7% | -$15.8K | 0.05% | 263 |
|
|
2022
Q1 | $275K | Buy |
3,738
+60
| +2% | +$4.41K | 0.05% | 262 |
|
|
2021
Q4 | $289K | Buy |
3,678
+890
| +32% | +$69.9K | 0.05% | 260 |
|
|
2021
Q3 | $217K | Buy |
+2,788
| New | +$217K | 0.05% | 208 |
|