Schrum Private Wealth Management’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 | $559K | Buy |
6,249
+633
| +11% | +$56.6K | 0.45% | 59 |
|
|
2025
Q1 | $459K | Sell |
5,616
-1
| -0% | -$82 | 0.4% | 63 |
|
|
2024
Q4 | $425K | Sell |
5,617
-5,999
| -52% | -$454K | 0.36% | 67 |
|
|
2024
Q3 | $971K | Buy |
11,616
+6,006
| +107% | +$502K | 0.5% | 51 |
|
|
2024
Q2 | $439K | Buy |
5,610
+311
| +6% | +$24.4K | 0.4% | 65 |
|
|
2024
Q1 | $423K | Buy |
5,299
+463
| +10% | +$37K | 0.38% | 67 |
|
|
2023
Q4 | $364K | Buy |
4,836
+1,427
| +42% | +$108K | 0.52% | 54 |
|
|
2023
Q3 | $235K | Buy |
3,409
+300
| +10% | +$20.7K | 0.27% | 98 |
|
|
2023
Q2 | $225K | Buy |
3,109
+29
| +0.9% | +$2.1K | 0.24% | 100 |
|
|
2023
Q1 | $220K | Sell |
3,080
-19
| -0.6% | -$1.36K | 0.25% | 99 |
|
|
2022
Q4 | $203K | Buy |
+3,099
| New | +$203K | 0.24% | 106 |
|
|
2022
Q3 | – | Sell |
-3,474
| Closed | -$217K | – | 109 |
|
|
2022
Q2 | $217K | Sell |
3,474
-164
| -5% | -$10.2K | 0.25% | 104 |
|
|
2022
Q1 | $251K | Buy |
3,638
+111
| +3% | +$7.66K | 0.25% | 99 |
|
|
2021
Q4 | $280K | Buy |
+3,527
| New | +$280K | 0.26% | 97 |
|