Plum Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Hold |
4,213
| – | – | 0.17% | 69 |
|
|
2025
Q1 | $344K | Sell |
4,213
-998
| -19% | -$81.6K | 0.17% | 72 |
|
|
2024
Q4 | $394K | Buy |
5,211
+64
| +1% | +$4.84K | 0.19% | 66 |
|
|
2024
Q3 | $430K | Hold |
5,147
| – | – | 0.22% | 63 |
|
|
2024
Q2 | $403K | Hold |
5,147
| – | – | 0.24% | 55 |
|
|
2024
Q1 | $430K | Sell |
5,147
-2
| -0% | -$167 | 0.22% | 63 |
|
|
2023
Q4 | $388K | Buy |
+5,149
| New | +$388K | 0.26% | 50 |
|