SOA Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.34M Buy
2025
Q2
$919K Buy
2025
Q1
$668K Sell
2024
Q4
$2.05M Buy
2024
Q3
$2.06M Buy
2024
Q2
$1.81M Buy
2024
Q1
$1.17M Buy
2023
Q4
$870K Buy
2023
Q3
$611K Buy
2023
Q2
$578K Sell
2023
Q1
$621K Buy
2022
Q4
$550K Buy
2022
Q3
$452K Buy
2022
Q2
$485K Sell
2022
Q1
$579K Buy
2021
Q4
$607K Buy
2021
Q3
$596K Sell
2021
Q2
$635K Sell
2021
Q1
$620K Sell
2020
Q4
$640K Buy