Leo Wealth LLC’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 | $572K | Buy |
6,402
+2,530
| +65% | +$226K | 0.04% | 216 |
|
|
2025
Q1 | $316K | Sell |
3,872
-4,263
| -52% | -$348K | 0.05% | 215 |
|
|
2024
Q4 | $615K | Buy |
8,135
+18
| +0.2% | +$1.36K | 0.06% | 207 |
|
|
2024
Q3 | $679K | Hold |
8,117
| – | – | 0.06% | 189 |
|
|
2024
Q2 | $636K | Buy |
8,117
+73
| +0.9% | +$5.72K | 0.06% | 193 |
|
|
2024
Q1 | $642K | Hold |
8,044
| – | – | 0.07% | 190 |
|
|
2023
Q4 | $615K | Buy |
+8,044
| New | +$615K | 0.06% | 183 |
|