Lifeworks Advisors’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
2025
Q2
$810K Hold
2025
Q1
$741K Buy
2024
Q4
$580K Sell
2024
Q3
$725K Hold
2024
Q2
$679K Hold
2024
Q1
$692K Buy
2023
Q4
$555K Sell
2023
Q3
$818K Sell
2023
Q2
$942K Sell
2023
Q1
$965K Sell
2022
Q4
$899K Buy
2022
Q3
$789K Sell
2022
Q2
$891K Sell
2022
Q1
$1.14M Sell
2021
Q4
$3.2M Buy