Landmark Wealth Management (New York)’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 | $434K | Sell |
4,851
-636
| -12% | -$56.9K | 0.18% | 63 |
|
|
2025
Q1 | $448K | Sell |
5,487
-243
| -4% | -$19.8K | 0.2% | 52 |
|
|
2024
Q4 | $433K | Buy |
5,730
+130
| +2% | +$9.82K | 0.19% | 54 |
|
|
2024
Q3 | $468K | Buy |
+5,600
| New | +$468K | 0.2% | 52 |
|
|
2024
Q2 | – | Sell |
-5,613
| Closed | -$448K | – | 53 |
|
|
2024
Q1 | $448K | Sell |
5,613
-127
| -2% | -$10.1K | 0.21% | 51 |
|
|
2023
Q4 | $432K | Sell |
5,740
-390
| -6% | -$29.4K | 0.21% | 50 |
|
|
2023
Q3 | $422K | Buy |
+6,130
| New | +$422K | 0.24% | 50 |
|
|
2023
Q2 | – | Sell |
-6,231
| Closed | -$446K | – | 47 |
|
|
2023
Q1 | $446K | Sell |
6,231
-1,384
| -18% | -$99.1K | 0.25% | 50 |
|
|
2022
Q4 | $500K | Sell |
7,615
-693
| -8% | -$45.5K | 0.36% | 46 |
|
|
2022
Q3 | $465K | Buy |
+8,308
| New | +$465K | 0.35% | 44 |
|
|
2022
Q2 | – | Sell |
-14,948
| Closed | -$557K | – | 86 |
|
|
2022
Q1 | $557K | Buy |
14,948
+3,998
| +37% | +$149K | 0.29% | 46 |
|
|
2021
Q4 | $1K | Buy |
+10,950
| New | +$1K | 0.58% | 28 |
|