Level Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-664
| Closed | -$50K | – | 132 |
|
|
2023
Q4 | $50K | Sell |
664
-30
| -4% | -$2.26K | 0.02% | 113 |
|
|
2023
Q3 | $47.8K | Sell |
694
-202
| -23% | -$13.9K | 0.03% | 111 |
|
|
2023
Q2 | $64.9K | Buy |
+896
| New | +$64.9K | 0.04% | 96 |
|
|
2023
Q1 | – | Sell |
-168
| Closed | -$11K | – | 267 |
|
|
2022
Q4 | $11K | Hold |
168
| – | – | 0.01% | 160 |
|
|
2022
Q3 | $9K | Hold |
168
| – | – | 0.01% | 175 |
|
|
2022
Q2 | $10K | Hold |
168
| – | – | 0.01% | 186 |
|
|
2022
Q1 | $12K | Hold |
168
| – | – | 0.01% | 147 |
|
|
2021
Q4 | $13K | Buy |
+168
| New | +$13K | 0.01% | 160 |
|