TCPG
Trivant Custom Portfolio Group’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
3,756
+375
| +11% | +$33.5K | 0.18% | 77 |
|
|
2025
Q1 | $276K | Buy |
3,381
+812
| +32% | +$66.4K | 0.16% | 74 |
|
|
2024
Q4 | $194K | Buy |
2,569
+60
| +2% | +$4.54K | 0.11% | 69 |
|
|
2024
Q3 | $210K | Buy |
2,509
+28
| +1% | +$2.34K | 0.12% | 67 |
|
|
2024
Q2 | $194K | Buy |
2,481
+65
| +3% | +$5.09K | 0.12% | 67 |
|
|
2024
Q1 | $193K | Buy |
2,416
+1,407
| +139% | +$112K | 0.12% | 60 |
|
|
2023
Q4 | $76K | Sell |
1,009
-1,369
| -58% | -$103K | 0.05% | 83 |
|
|
2023
Q3 | $164K | Buy |
2,378
+356
| +18% | +$24.5K | 0.12% | 53 |
|
|
2023
Q2 | $147K | Buy |
2,022
+188
| +10% | +$13.6K | 0.1% | 58 |
|
|
2023
Q1 | $131K | Buy |
+1,834
| New | +$131K | 0.09% | 64 |
|