Levy Wealth Management Group’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
Q2 | $901K | Sell |
11,498
-125
| -1% | -$9.79K | 0.23% | 45 |
|
|
2024
Q1 | $876K | Hold |
11,623
| – | – | 0.25% | 43 |
|
|
2023
Q4 | $876K | Sell |
11,623
-55
| -0.5% | -$4.14K | 0.25% | 43 |
|
|
2023
Q3 | $805K | Sell |
11,678
-988
| -8% | -$68.1K | 0.25% | 44 |
|
|
2023
Q2 | $918K | Buy |
12,666
+114
| +0.9% | +$8.27K | 0.27% | 40 |
|
|
2023
Q1 | $898K | Sell |
12,552
-222
| -2% | -$15.9K | 0.28% | 42 |
|
|
2022
Q4 | $838K | Buy |
+12,774
| New | +$838K | 0.28% | 39 |
|