Potentia 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
$495K Sell
5,535
-1,645
-23% -$147K 0.28% 45
2025
Q1
$587K Sell
7,180
-1,157
-14% -$94.6K 0.28% 47
2024
Q4
$630K Buy
+8,337
New +$630K 0.28% 51