Pitti Group Wealth 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 | $15.9M | Buy |
177,338
+84,147
| +90% | +$7.52M | 13.68% | 2 |
|
|
2025
Q1 | $7.62M | Buy |
93,191
+3,006
| +3% | +$246K | 7.81% | 2 |
|
|
2024
Q4 | $6.82M | Buy |
90,185
+2,990
| +3% | +$226K | 6.91% | 3 |
|
|
2024
Q3 | $6.57M | Hold |
87,195
| – | – | 7.15% | 3 |
|
|
2024
Q2 | $6.57M | Buy |
87,195
+340
| +0.4% | +$25.6K | 7.15% | 3 |
|
|
2024
Q1 | $6.82M | Sell |
86,855
-340
| -0.4% | -$26.7K | 7.62% | 2 |
|
|
2023
Q4 | $6.57M | Sell |
87,195
-15,455
| -15% | -$1.16M | 7.15% | 3 |
|
|
2023
Q3 | $7.07M | Sell |
102,650
-3,192
| -3% | -$220K | 8.09% | 2 |
|
|
2023
Q2 | $7.67M | Sell |
105,842
-935
| -0.9% | -$67.8K | 8.59% | 2 |
|
|
2023
Q1 | $7.64M | Sell |
106,777
-2,478
| -2% | -$177K | 8.52% | 2 |
|
|
2022
Q4 | $7.17M | Buy |
109,255
+191
| +0.2% | +$12.5K | 8.56% | 2 |
|
|
2022
Q3 | $6.11M | Buy |
109,064
+1,526
| +1% | +$85.5K | 8.43% | 2 |
|
|
2022
Q2 | $6.72M | Buy |
107,538
+1,021
| +1% | +$63.8K | 9.17% | 2 |
|
|
2022
Q1 | $7.84M | Buy |
106,517
+21,057
| +25% | +$1.55M | 9.14% | 2 |
|
|
2021
Q4 | $6.72M | Buy |
+85,460
| New | +$6.72M | 7.5% | 2 |
|