Noble Family Wealth’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
$12.4M Buy
139,082
+3,001
+2% +$268K 3.04% 12
2025
Q1
$11.1M Hold
136,081
3.06% 12
2024
Q4
$10.3M Sell
136,081
-1,000
-0.7% -$75.6K 2.83% 13
2024
Q3
$11.5M Hold
137,081
3.08% 12
2024
Q2
$10.7M Hold
137,081
3.09% 12
2024
Q1
$10.9M Buy
137,081
+609
+0.4% +$48.6K 3.12% 11
2023
Q4
$10.3M Buy
136,472
+147
+0.1% +$11.1K 3.11% 11
2023
Q3
$9.4M Buy
136,325
+915
+0.7% +$63.1K 3.17% 12
2023
Q2
$9.82M Hold
135,410
3.19% 11
2023
Q1
$9.68M Buy
+135,410
New +$9.68M 3.3% 10