Quotient 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 | $2.34M | Buy |
26,187
+2,758
| +12% | +$247K | 0.07% | 68 |
|
|
2025
Q1 | $1.91M | Sell |
23,429
-1,207
| -5% | -$98.6K | 0.06% | 71 |
|
|
2024
Q4 | $1.86M | Sell |
24,636
-124
| -0.5% | -$9.38K | 0.06% | 65 |
|
|
2024
Q3 | $2.07M | Sell |
24,760
-411
| -2% | -$34.4K | 0.07% | 66 |
|
|
2024
Q2 | $1.97M | Sell |
25,171
-342
| -1% | -$26.8K | 0.07% | 61 |
|
|
2024
Q1 | $2.04M | Sell |
25,513
-823
| -3% | -$65.7K | 0.07% | 74 |
|
|
2023
Q4 | $1.98M | Buy |
+26,336
| New | +$1.98M | 0.08% | 84 |
|