Total Wealth Planning’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 | $228K | Buy |
2,552
+3
| +0.1% | +$268 | 0.03% | 101 |
|
|
2025
Q1 | $208K | Sell |
2,549
-978
| -28% | -$79.9K | 0.03% | 89 |
|
|
2024
Q4 | $267K | Sell |
3,527
-1,204
| -25% | -$91K | 0.04% | 84 |
|
|
2024
Q3 | $396K | Hold |
4,731
| – | – | 0.06% | 70 |
|
|
2024
Q2 | $384K | Sell |
4,731
-501
| -10% | -$40.7K | 0.06% | 72 |
|
|
2024
Q1 | $418K | Hold |
5,232
| – | – | 0.07% | 69 |
|
|
2023
Q4 | $394K | Buy |
5,232
+2,265
| +76% | +$171K | 0.07% | 72 |
|
|
2023
Q3 | $204K | Buy |
+2,967
| New | +$204K | 0.04% | 84 |
|