Sard 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 | $279K | Buy |
3,119
+54
| +2% | +$4.83K | 0.17% | 40 |
|
|
2025
Q1 | $251K | Hold |
3,065
| – | – | 0.17% | 40 |
|
|
2024
Q4 | $232K | Buy |
3,065
+38
| +1% | +$2.87K | 0.16% | 39 |
|
|
2024
Q3 | $253K | Hold |
3,027
| – | – | 0.17% | 37 |
|
|
2024
Q2 | $237K | Buy |
3,027
+342
| +13% | +$26.8K | 0.17% | 38 |
|
|
2024
Q1 | $214K | Hold |
2,685
| – | – | 0.19% | 41 |
|
|
2023
Q4 | $202K | Buy |
+2,685
| New | +$202K | 0.2% | 40 |
|