Madison Wealth Partners’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
Q4 | – | Sell |
-2,430
| Closed | -$203K | – | 155 |
|
|
2024
Q3 | $203K | Sell |
2,430
-556
| -19% | -$46.5K | 0.06% | 143 |
|
|
2024
Q2 | $234K | Buy |
2,986
+117
| +4% | +$9.17K | 0.08% | 117 |
|
|
2024
Q1 | $229K | Sell |
2,869
-18
| -0.6% | -$1.44K | 0.08% | 113 |
|
|
2023
Q4 | $218K | Buy |
+2,887
| New | +$218K | 0.09% | 109 |
|
|
2023
Q3 | – | Sell |
-2,786
| Closed | -$202K | – | 96 |
|
|
2023
Q2 | $202K | Buy |
+2,786
| New | +$202K | 0.09% | 92 |
|
|
2022
Q3 | – | Sell |
-4,178
| Closed | -$261K | – | 71 |
|
|
2022
Q2 | $261K | Buy |
+4,178
| New | +$261K | 0.17% | 61 |
|
|
2021
Q4 | – | Sell |
-2,987
| Closed | -$233K | – | 78 |
|
|
2021
Q3 | $233K | Buy |
2,987
+18
| +0.6% | +$1.4K | 0.13% | 60 |
|
|
2021
Q2 | $234K | Buy |
+2,969
| New | +$234K | 0.13% | 55 |
|