TBWA
Three Bridge Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
3,513
-2,483
| -41% | -$222K | 0.08% | 86 |
|
|
2025
Q1 | $490K | Sell |
5,996
-411
| -6% | -$33.6K | 0.17% | 60 |
|
|
2024
Q4 | $484K | Sell |
6,407
-37,488
| -85% | -$2.83M | 0.17% | 61 |
|
|
2024
Q3 | $3.67M | Buy |
43,895
+11,275
| +35% | +$943K | 1.35% | 16 |
|
|
2024
Q2 | $2.56M | Buy |
32,620
+8,977
| +38% | +$703K | 1.01% | 21 |
|
|
2024
Q1 | $1.89M | Buy |
23,643
+8,455
| +56% | +$675K | 0.74% | 30 |
|
|
2023
Q4 | $1.14M | Sell |
15,188
-1,660
| -10% | -$125K | 0.4% | 37 |
|
|
2023
Q3 | $1.16M | Sell |
16,848
-2,052
| -11% | -$141K | 0.48% | 36 |
|
|
2023
Q2 | $1.37M | Hold |
18,900
| – | – | 0.58% | 32 |
|
|
2023
Q1 | $1.35M | Hold |
18,900
| – | – | 0.63% | 33 |
|
|
2022
Q4 | $1.24M | Buy |
18,900
+135
| +0.7% | +$8.86K | 0.67% | 31 |
|
|
2022
Q3 | $1.05M | Sell |
18,765
-1,400
| -7% | -$78.4K | 0.53% | 39 |
|
|
2022
Q2 | $1.26M | Sell |
20,165
-1,855
| -8% | -$116K | 0.62% | 36 |
|
|
2022
Q1 | $1.62M | Buy |
+22,020
| New | +$1.62M | 0.45% | 26 |
|