UP Strategic Wealth Investment Advisors’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 | $394K | Hold |
4,408
| – | – | 0.31% | 53 |
|
|
2025
Q1 | $360K | Hold |
4,408
| – | – | 0.32% | 53 |
|
|
2024
Q4 | $333K | Hold |
4,408
| – | – | 0.33% | 50 |
|
|
2024
Q3 | $369K | Hold |
4,408
| – | – | 0.41% | 45 |
|
|
2024
Q2 | $345K | Sell |
4,408
-593
| -12% | -$46.5K | 0.52% | 41 |
|
|
2024
Q1 | $399K | Buy |
5,001
+654
| +15% | +$52.2K | 0.65% | 34 |
|
|
2023
Q4 | $328K | Buy |
+4,347
| New | +$328K | 0.6% | 41 |
|