Northwest Capital Management’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 | $124K | Sell |
1,390
-338
| -20% | -$30.2K | 0.07% | 120 |
|
|
2025
Q1 | $141K | Hold |
1,728
| – | – | 0.06% | 133 |
|
|
2024
Q4 | $131K | Sell |
1,728
-157
| -8% | -$11.9K | 0.06% | 132 |
|
|
2024
Q3 | $158K | Hold |
1,885
| – | – | 0.06% | 120 |
|
|
2024
Q2 | $148K | Sell |
1,885
-787
| -29% | -$61.6K | 0.05% | 122 |
|
|
2024
Q1 | $213K | Hold |
2,672
| – | – | 0.07% | 119 |
|
|
2023
Q4 | $201K | Hold |
2,672
| – | – | 0.07% | 116 |
|
|
2023
Q3 | $184K | Hold |
2,672
| – | – | 0.07% | 114 |
|
|
2023
Q2 | $194K | Sell |
2,672
-152
| -5% | -$11K | 0.08% | 106 |
|
|
2023
Q1 | $202K | Sell |
2,824
-331
| -10% | -$23.7K | 0.1% | 99 |
|
|
2022
Q4 | $207K | Buy |
+3,155
| New | +$207K | 0.11% | 95 |
|