Sterling Group 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 | $12.8M | Buy |
143,606
+7,807
| +6% | +$698K | 7.1% | 3 |
|
|
2025
Q1 | $11.1M | Buy |
135,799
+1,538
| +1% | +$126K | 5.95% | 3 |
|
|
2024
Q4 | $10.2M | Buy |
134,261
+3,739
| +3% | +$283K | 5.27% | 4 |
|
|
2024
Q3 | $10.9M | Buy |
130,522
+5,369
| +4% | +$449K | 5.79% | 3 |
|
|
2024
Q2 | $9.8M | Buy |
+125,153
| New | +$9.8M | 5.63% | 5 |
|
|
2024
Q1 | – | Sell |
-28,909
| Closed | -$2.18M | – | 15 |
|
|
2023
Q4 | $2.18M | Buy |
28,909
+5,781
| +25% | +$436K | 1.69% | 10 |
|
|
2023
Q3 | $1.59M | Buy |
23,128
+882
| +4% | +$60.8K | 1.51% | 12 |
|
|
2023
Q2 | $1.61M | Buy |
22,246
+3,731
| +20% | +$271K | 1.4% | 10 |
|
|
2023
Q1 | $1.32M | Buy |
18,515
+237
| +1% | +$17K | 1.25% | 12 |
|
|
2022
Q4 | $1.2M | Buy |
+18,278
| New | +$1.2M | 1.18% | 12 |
|