Simplicity Wealth’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
$1.63M Buy
18,179
+5,521
+44% +$494K 0.07% 240
2025
Q1
$1.03M Sell
12,658
-6,585
-34% -$538K 0.08% 251
2024
Q4
$1.45M Sell
19,243
-51,819
-73% -$3.92M 0.3% 60
2024
Q3
$5.94M Sell
71,062
-96,066
-57% -$8.03M 0.55% 39
2024
Q2
$13.1M Buy
167,128
+62,332
+59% +$4.88M 0.3% 66
2024
Q1
$8.37M Buy
+104,796
New +$8.37M 0.2% 100