Straight Path 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,315
| Closed | -$458K | – | 81 |
|
|
2023
Q2 | $458K | Buy |
6,315
+74
| +1% | +$5.37K | 0.31% | 40 |
|
|
2023
Q1 | $446K | Buy |
6,241
+500
| +9% | +$35.8K | 0.36% | 39 |
|
|
2022
Q4 | $377K | Buy |
+5,741
| New | +$377K | 0.36% | 42 |
|
|
2022
Q1 | – | Sell |
-6,131
| Closed | -$482K | – | 71 |
|
|
2021
Q4 | $482K | Buy |
+6,131
| New | +$482K | 0.42% | 36 |
|