Pillar Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,598
| Closed | -$204K | – | 18 |
|
|
2024
Q2 | $204K | Sell |
2,598
-1,549
| -37% | -$121K | 0.24% | 58 |
|
|
2024
Q1 | $331K | Sell |
4,147
-300
| -7% | -$24K | 0.25% | 57 |
|
|
2023
Q4 | $335K | Hold |
4,447
| – | – | 0.26% | 62 |
|
|
2023
Q3 | $306K | Hold |
4,447
| – | – | 0.27% | 56 |
|
|
2023
Q2 | $322K | Hold |
4,447
| – | – | 0.27% | 56 |
|
|
2023
Q1 | $318K | Hold |
4,447
| – | – | 0.32% | 50 |
|
|
2022
Q4 | $292K | Hold |
4,447
| – | – | 0.28% | 54 |
|
|
2022
Q3 | $249K | Hold |
4,447
| – | – | 0.25% | 47 |
|
|
2022
Q2 | $278K | Hold |
4,447
| – | – | 0.28% | 48 |
|
|
2022
Q1 | $327K | Sell |
4,447
-142
| -3% | -$10.4K | 0.32% | 42 |
|
|
2021
Q4 | $361K | Buy |
+4,589
| New | +$361K | 0.34% | 40 |
|