Omni 360 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 | $412K | Sell |
4,605
-62
| -1% | -$5.54K | 0.2% | 104 |
|
|
2025
Q1 | $381K | Sell |
4,667
-185
| -4% | -$15.1K | 0.22% | 90 |
|
|
2024
Q4 | $367K | Sell |
4,852
-62
| -1% | -$4.69K | 0.23% | 86 |
|
|
2024
Q3 | $411K | Hold |
4,914
| – | – | 0.27% | 81 |
|
|
2024
Q2 | $385K | Hold |
4,914
| – | – | 0.29% | 78 |
|
|
2024
Q1 | $392K | Hold |
4,914
| – | – | 0.32% | 73 |
|
|
2023
Q4 | $370K | Buy |
+4,914
| New | +$370K | 0.34% | 67 |
|