LJI Wealth Management’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 | $508K | Sell |
5,678
-46
| -0.8% | -$4.11K | 0.09% | 90 |
|
|
2025
Q1 | $468K | Sell |
5,724
-437
| -7% | -$35.7K | 0.09% | 89 |
|
|
2024
Q4 | $466K | Buy |
6,161
+312
| +5% | +$23.6K | 0.09% | 95 |
|
|
2024
Q3 | $489K | Sell |
5,849
-925
| -14% | -$77.4K | 0.1% | 109 |
|
|
2024
Q2 | $531K | Hold |
6,774
| – | – | 0.12% | 93 |
|
|
2024
Q1 | $541K | Hold |
6,774
| – | – | 0.14% | 75 |
|
|
2023
Q4 | $510K | Buy |
6,774
+1,388
| +26% | +$105K | 0.13% | 88 |
|
|
2023
Q3 | $371K | Buy |
5,386
+1,050
| +24% | +$72.4K | 0.11% | 101 |
|
|
2023
Q2 | $314K | Sell |
4,336
-1,008
| -19% | -$73.1K | 0.09% | 112 |
|
|
2023
Q1 | $382K | Buy |
5,344
+420
| +9% | +$30K | 0.12% | 93 |
|
|
2022
Q4 | $323K | Buy |
+4,924
| New | +$323K | 0.11% | 92 |
|