Precedent Wealth Partners’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 | $10.7M | Sell |
119,201
-656
| -0.5% | -$58.6K | 2.61% | 7 |
|
|
2025
Q1 | $9.8M | Buy |
119,857
+786
| +0.7% | +$64.2K | 2.72% | 8 |
|
|
2024
Q4 | $9M | Sell |
119,071
-8,461
| -7% | -$640K | 2.94% | 6 |
|
|
2024
Q3 | $10.7M | Sell |
127,532
-2,943
| -2% | -$246K | 3.52% | 6 |
|
|
2024
Q2 | $10.2M | Sell |
130,475
-3,205
| -2% | -$251K | 4.12% | 5 |
|
|
2024
Q1 | $10.7M | Buy |
133,680
+6,351
| +5% | +$507K | 4.59% | 5 |
|
|
2023
Q4 | $9.59M | Buy |
+127,329
| New | +$9.59M | 4.88% | 6 |
|