Navis Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.08M | Buy |
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|
2025
Q2 | $942K | Buy |
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|
2025
Q1 | $229K | Sell |
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|
2024
Q4 | $341K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $725K | Buy |
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|
2022
Q1 | $835K | Buy |
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|
2021
Q4 | $853K | Buy |
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|
2021
Q3 | $832K | Hold |
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|
2021
Q2 | $841K | Buy |
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|
2021
Q1 | $798K | Buy |
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|
2020
Q4 | $628K | Buy |
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