MW
MBL Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $938K | Hold |
10,490
| – | – | 0.09% | 106 |
|
|
2025
Q1 | $857K | Hold |
10,490
| – | – | 0.09% | 105 |
|
|
2024
Q4 | $793K | Sell |
10,490
-400
| -4% | -$30.2K | 0.08% | 105 |
|
|
2024
Q3 | $911K | Sell |
10,890
-610
| -5% | -$51K | 0.1% | 97 |
|
|
2024
Q2 | $901K | Sell |
11,500
-213
| -2% | -$16.7K | 0.1% | 97 |
|
|
2024
Q1 | $935K | Buy |
11,713
+4,000
| +52% | +$319K | 0.11% | 92 |
|
|
2023
Q4 | $581K | Buy |
7,713
+978
| +15% | +$73.7K | 0.07% | 108 |
|
|
2023
Q3 | $464K | Sell |
6,735
-50
| -0.7% | -$3.45K | 0.07% | 115 |
|
|
2023
Q2 | $492K | Sell |
6,785
-165
| -2% | -$12K | 0.07% | 110 |
|
|
2023
Q1 | $497K | Sell |
6,950
-20
| -0.3% | -$1.43K | 0.08% | 99 |
|
|
2022
Q4 | $458K | Sell |
6,970
-240
| -3% | -$15.8K | 0.09% | 106 |
|
|
2022
Q3 | $404K | Hold |
7,210
| – | – | 0.09% | 110 |
|
|
2022
Q2 | $451K | Hold |
7,210
| – | – | 0.11% | 100 |
|
|
2022
Q1 | $531K | Buy |
+7,210
| New | +$531K | 0.13% | 97 |
|
|
2021
Q1 | $547K | Sell |
7,215
-144,221
| -95% | -$10.9M | 0.19% | 79 |
|
|
2020
Q4 | $11M | Buy |
+151,436
| New | +$11M | 4.37% | 3 |
|