Levy Wealth Management Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$901K Sell
2024
Q1
$876K Hold
2023
Q4
$876K Sell
2023
Q3
$805K Sell
2023
Q2
$918K Buy
2023
Q1
$898K Sell
2022
Q4
$838K Buy