UP Strategic Wealth Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

UP Strategic Wealth Investment Advisors’s Portfolio EFA Stock Details EFA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$414K	Hold
2025 Q2	$394K	Hold
2025 Q1	$360K	Hold
2024 Q4	$333K	Hold
2024 Q3	$369K	Hold
2024 Q2	$345K	Sell
2024 Q1	$399K	Buy
2023 Q4	$328K	Buy