Moss Adams Wealth Advisors’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 | $219K | Sell |
2,450
-442
| -15% | -$39.5K | 0.02% | 235 |
|
|
2025
Q1 | $236K | Hold |
2,892
| – | – | 0.02% | 182 |
|
|
2024
Q4 | $219K | Hold |
2,892
| – | – | 0.02% | 188 |
|
|
2024
Q3 | $242K | Hold |
2,892
| – | – | 0.03% | 173 |
|
|
2024
Q2 | $227K | Hold |
2,892
| – | – | 0.03% | 155 |
|
|
2024
Q1 | $231K | Buy |
+2,892
| New | +$231K | 0.04% | 132 |
|
|
2023
Q4 | – | Sell |
-442
| Closed | -$30.5K | – | 130 |
|
|
2023
Q3 | $30.5K | Hold |
442
| – | – | 0.01% | 127 |
|
|
2023
Q2 | $32K | Hold |
442
| – | – | 0.01% | 113 |
|
|
2023
Q1 | $31.6K | Hold |
442
| – | – | 0.01% | 121 |
|
|
2022
Q4 | $29K | Buy |
+442
| New | +$29K | 0.01% | 133 |
|