Transatlantique Private Wealth’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 | $243K | Hold |
2,715
| – | – | 0.09% | 197 |
|
|
2025
Q1 | $222K | Hold |
2,715
| – | – | 0.09% | 200 |
|
|
2024
Q4 | $205K | Hold |
2,715
| – | – | 0.08% | 198 |
|
|
2024
Q3 | $227K | Hold |
2,715
| – | – | 0.09% | 199 |
|
|
2024
Q2 | $213K | Sell |
2,715
-885
| -25% | -$69.3K | 0.09% | 195 |
|
|
2024
Q1 | $287K | Hold |
3,600
| – | – | 0.13% | 186 |
|
|
2023
Q4 | $271K | Sell |
3,600
-200
| -5% | -$15.1K | 0.13% | 188 |
|
|
2023
Q3 | $262K | Hold |
3,800
| – | – | 0.14% | 179 |
|
|
2023
Q2 | $276K | Hold |
3,800
| – | – | 0.14% | 178 |
|
|
2023
Q1 | $272K | Buy |
+3,800
| New | +$272K | 0.15% | 177 |
|