Sendero 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 | $356K | Hold |
3,988
| – | – | 0.04% | 164 |
|
|
2025
Q1 | $326K | Hold |
3,988
| – | – | 0.05% | 154 |
|
|
2024
Q4 | $302K | Hold |
3,988
| – | – | 0.04% | 150 |
|
|
2024
Q3 | $334K | Hold |
3,988
| – | – | 0.05% | 141 |
|
|
2024
Q2 | $312K | Hold |
3,988
| – | – | 0.05% | 141 |
|
|
2024
Q1 | $318K | Hold |
3,988
| – | – | 0.05% | 140 |
|
|
2023
Q4 | $300K | Hold |
3,988
| – | – | 0.06% | 137 |
|
|
2023
Q3 | $275K | Hold |
3,988
| – | – | 0.06% | 139 |
|
|
2023
Q2 | $289K | Hold |
3,988
| – | – | 0.06% | 133 |
|
|
2023
Q1 | $285K | Sell |
3,988
-2,611
| -40% | -$187K | 0.09% | 90 |
|
|
2022
Q4 | $433K | Buy |
+6,599
| New | +$433K | 0.15% | 75 |
|