Private Wealth Management Group’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 | $868K | Sell |
9,715
-50
| -0.5% | -$4.47K | 0.29% | 42 |
|
|
2025
Q1 | $798K | Hold |
9,765
| – | – | 0.29% | 41 |
|
|
2024
Q4 | $738K | Hold |
9,765
| – | – | 0.28% | 40 |
|
|
2024
Q3 | $817K | Hold |
9,765
| – | – | 0.32% | 38 |
|
|
2024
Q2 | $765K | Hold |
9,765
| – | – | 0.33% | 37 |
|
|
2024
Q1 | $780K | Sell |
9,765
-35
| -0.4% | -$2.8K | 0.35% | 36 |
|
|
2023
Q4 | $738K | Buy |
+9,800
| New | +$738K | 0.36% | 37 |
|