Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.36M | Sell |
19,780
-90
| -0.5% | -$6.2K | 0.29% | 87 |
|
|
2023
Q2 | $1.44M | Sell |
19,870
-215
| -1% | -$15.6K | 0.29% | 83 |
|
|
2023
Q1 | $1.44M | Sell |
20,085
-89
| -0.4% | -$6.37K | 0.31% | 83 |
|
|
2022
Q4 | $1.32M | Sell |
20,174
-83
| -0.4% | -$5.45K | 0.3% | 80 |
|
|
2022
Q3 | $1.14M | Buy |
20,257
+6,668
| +49% | +$374K | 0.28% | 80 |
|
|
2022
Q2 | $849K | Sell |
13,589
-1,484
| -10% | -$92.7K | 0.21% | 93 |
|
|
2022
Q1 | $1.11M | Buy |
15,073
+581
| +4% | +$42.7K | 0.23% | 88 |
|
|
2021
Q4 | $1.14M | Buy |
14,492
+1,733
| +14% | +$136K | 0.23% | 83 |
|
|
2021
Q3 | $995K | Hold |
12,759
| – | – | 0.22% | 87 |
|
|
2021
Q2 | $1.01M | Buy |
12,759
+384
| +3% | +$30.3K | 0.22% | 87 |
|
|
2021
Q1 | $939K | Buy |
12,375
+375
| +3% | +$28.5K | 0.23% | 87 |
|
|
2020
Q4 | $876K | Buy |
12,000
+4,737
| +65% | +$346K | 0.23% | 78 |
|
|
2020
Q3 | $462K | Buy |
7,263
+90
| +1% | +$5.73K | 0.14% | 92 |
|
|
2020
Q2 | $437K | Sell |
7,173
-1,556
| -18% | -$94.8K | 0.14% | 88 |
|
|
2020
Q1 | $467K | Sell |
8,729
-10,823
| -55% | -$579K | 0.19% | 85 |
|
|
2019
Q4 | $1.36M | Buy |
+19,552
| New | +$1.36M | 0.39% | 51 |
|