MBL Wealth’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
Q3
$976K Sell
2025
Q2
$938K Hold
2025
Q1
$857K Hold
2024
Q4
$793K Sell
2024
Q3
$911K Sell
2024
Q2
$901K Sell
2024
Q1
$935K Buy
2023
Q4
$581K Buy
2023
Q3
$464K Sell
2023
Q2
$492K Sell
2023
Q1
$497K Sell
2022
Q4
$458K Sell
2022
Q3
$404K Hold
2022
Q2
$451K Hold
2022
Q1
$531K Buy
2021
Q1
$547K Sell
2020
Q4
$11M Buy