Personal Wealth Partners’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
2022
Q2
Sell
2022
Q1
$677K Hold
2021
Q4
$724K Hold
2021
Q3
$718K Hold
2021
Q2
$726K Hold
2021
Q1
$698K Hold
2020
Q4
$671K Sell
2020
Q3
$593K Sell
2020
Q2
$779K Sell
2020
Q1
$1.86M Sell
2019
Q4
$2.61M Sell
2019
Q3
$2.82M Sell
2019
Q2
$3.11M Sell
2019
Q1
$3.15M Buy