MinichMacGregor Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-146
| Closed | -$9.58K | – | 244 |
|
|
2022
Q4 | $9.58K | Buy |
+146
| New | +$9.58K | ﹤0.01% | 417 |
|
|
2019
Q1 | – | Sell |
-16,364
| Closed | -$1.12M | – | 69 |
|
|
2018
Q4 | $1.12M | Buy |
16,364
+16,143
| +7,305% | +$1.11M | 0.77% | 49 |
|
|
2018
Q3 | $15K | Hold |
221
| – | – | 0.01% | 257 |
|
|
2018
Q2 | $14K | Hold |
221
| – | – | 0.01% | 257 |
|
|
2018
Q1 | $15K | Buy |
221
+146
| +195% | +$9.91K | 0.01% | 238 |
|
|
2017
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 366 |
|
|
2017
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 345 |
|
|
2017
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 357 |
|
|
2017
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 354 |
|
|
2016
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 349 |
|
|
2016
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 344 |
|
|
2016
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 337 |
|
|
2016
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 323 |
|
|
2015
Q4 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 295 |
|