MWM
MGB Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
21,846
-14,605
| -40% | -$1.3M | 0.64% | 33 |
|
|
2025
Q1 | $2.99M | Buy |
36,451
+35,321
| +3,126% | +$2.9M | 1.08% | 16 |
|
|
2024
Q4 | $85.4K | Buy |
1,130
+65
| +6% | +$4.92K | 0.03% | 226 |
|
|
2024
Q3 | $89.1K | Hold |
1,065
| – | – | 0.03% | 217 |
|
|
2024
Q2 | $86.9K | Hold |
1,065
| – | – | 0.03% | 221 |
|
|
2024
Q1 | $85.1K | Buy |
+1,065
| New | +$85.1K | 0.03% | 211 |
|