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Spectrum Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,394
Closed -$200K 28
2024
Q3
$200K Buy
+2,394
New +$200K 0.14% 27
2024
Q1
Sell
-13,400
Closed -$1.01M 35
2023
Q4
$1.01M Buy
+13,400
New +$1.01M 0.8% 15