SteelPeak 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 | $11.6M | Buy |
129,501
+11,889
| +10% | +$1.06M | 0.45% | 53 |
|
|
2025
Q1 | $9.61M | Buy |
117,612
+11,242
| +11% | +$919K | 0.4% | 61 |
|
|
2024
Q4 | $8.04M | Sell |
106,370
-34,284
| -24% | -$2.59M | 0.33% | 66 |
|
|
2024
Q3 | $11.8M | Buy |
140,654
+3,006
| +2% | +$251K | 0.51% | 46 |
|
|
2024
Q2 | $10.8M | Sell |
137,648
-13,740
| -9% | -$1.08M | 0.5% | 46 |
|
|
2024
Q1 | $12.1M | Buy |
151,388
+13,111
| +9% | +$1.05M | 0.61% | 40 |
|
|
2023
Q4 | $10.4M | Sell |
138,277
-6,989
| -5% | -$527K | 0.6% | 39 |
|
|
2023
Q3 | $10M | Buy |
145,266
+30,511
| +27% | +$2.1M | 0.63% | 39 |
|
|
2023
Q2 | $8.32M | Sell |
114,755
-5,984
| -5% | -$434K | 0.49% | 50 |
|
|
2023
Q1 | $8.64M | Buy |
120,739
+3,647
| +3% | +$261K | 0.59% | 51 |
|
|
2022
Q4 | $7.69M | Sell |
117,092
-20,831
| -15% | -$1.37M | 0.56% | 51 |
|
|
2022
Q3 | $7.73M | Buy |
137,923
+14,058
| +11% | +$787K | 0.57% | 47 |
|
|
2022
Q2 | $7.74M | Buy |
123,865
+11,184
| +10% | +$699K | 0.56% | 51 |
|
|
2022
Q1 | $8.29M | Buy |
112,681
+22,894
| +25% | +$1.68M | 0.47% | 49 |
|
|
2021
Q4 | $7.06M | Buy |
89,787
+9,124
| +11% | +$718K | 0.4% | 58 |
|
|
2021
Q3 | $6.29M | Buy |
80,663
+6,337
| +9% | +$494K | 0.42% | 66 |
|
|
2021
Q2 | $5.86M | Sell |
74,326
-16,532
| -18% | -$1.3M | 0.41% | 62 |
|
|
2021
Q1 | $6.89M | Buy |
90,858
+8,796
| +11% | +$667K | 0.54% | 51 |
|
|
2020
Q4 | $5.99M | Sell |
82,062
-6,701
| -8% | -$489K | 0.54% | 41 |
|
|
2020
Q3 | $5.65M | Sell |
88,763
-3,160
| -3% | -$201K | 0.61% | 42 |
|
|
2020
Q2 | $5.6M | Sell |
91,923
-7,487
| -8% | -$456K | 0.71% | 35 |
|
|
2020
Q1 | $5.31M | Sell |
99,410
-10,357
| -9% | -$554K | 0.84% | 31 |
|
|
2019
Q4 | $7.62M | Buy |
+109,767
| New | +$7.62M | 1.05% | 20 |
|