Topel & Distasi 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
Q1 | – | Sell |
-7,019
| Closed | -$531K | – | 75 |
|
|
2024
Q4 | $531K | Hold |
7,019
| – | – | 0.23% | 59 |
|
|
2024
Q3 | $587K | Hold |
7,019
| – | – | 0.24% | 58 |
|
|
2024
Q2 | $550K | Hold |
7,019
| – | – | 0.24% | 56 |
|
|
2024
Q1 | $561K | Hold |
7,019
| – | – | 0.25% | 56 |
|
|
2023
Q4 | $529K | Hold |
7,019
| – | – | 0.25% | 55 |
|
|
2023
Q3 | $484K | Sell |
7,019
-237
| -3% | -$16.3K | 0.25% | 54 |
|
|
2023
Q2 | $526K | Hold |
7,256
| – | – | 0.26% | 55 |
|
|
2023
Q1 | $519K | Sell |
7,256
-244
| -3% | -$17.5K | 0.27% | 55 |
|
|
2022
Q4 | $492K | Hold |
7,500
| – | – | 0.28% | 55 |
|
|
2022
Q3 | $486K | Buy |
7,500
+14
| +0.2% | +$907 | 0.27% | 57 |
|
|
2022
Q2 | $468K | Hold |
7,486
| – | – | 0.27% | 54 |
|
|
2022
Q1 | $551K | Sell |
7,486
-161
| -2% | -$11.9K | 0.23% | 61 |
|
|
2021
Q4 | $602K | Buy |
+7,647
| New | +$602K | 0.25% | 59 |
|