Mosaic Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Sell |
43,811
-411
| -0.9% | -$36.7K | 0.5% | 29 |
|
|
2025
Q1 | $3.61M | Sell |
44,222
-198
| -0.4% | -$16.2K | 0.51% | 27 |
|
|
2024
Q4 | $3.36M | Sell |
44,420
-46
| -0.1% | -$3.48K | 0.48% | 29 |
|
|
2024
Q3 | $3.72M | Buy |
44,466
+347
| +0.8% | +$29K | 0.55% | 26 |
|
|
2024
Q2 | $3.46M | Sell |
44,119
-80
| -0.2% | -$6.27K | 0.56% | 26 |
|
|
2024
Q1 | $3.53M | Sell |
44,199
-46
| -0.1% | -$3.67K | 0.58% | 27 |
|
|
2023
Q4 | $3.33M | Sell |
44,245
-256
| -0.6% | -$19.3K | 0.57% | 27 |
|
|
2023
Q3 | $3.07M | Sell |
44,501
-701
| -2% | -$48.3K | 0.61% | 23 |
|
|
2023
Q2 | $3.28M | Sell |
45,202
-209
| -0.5% | -$15.1K | 0.64% | 23 |
|
|
2023
Q1 | $3.25M | Sell |
45,411
-321
| -0.7% | -$23K | 0.68% | 23 |
|
|
2022
Q4 | $3M | Buy |
+45,732
| New | +$3M | 0.85% | 18 |
|