Valley Financial Group’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 | $353K | Hold |
3,946
| – | – | 0.21% | 40 |
|
|
2025
Q1 | $323K | Hold |
3,946
| – | – | 0.21% | 41 |
|
|
2024
Q4 | $298K | Hold |
3,946
| – | – | 0.21% | 44 |
|
|
2024
Q3 | $330K | Hold |
3,946
| – | – | 0.23% | 43 |
|
|
2024
Q2 | $309K | Hold |
3,946
| – | – | 0.23% | 42 |
|
|
2024
Q1 | $315K | Sell |
3,946
-1,783
| -31% | -$142K | 0.24% | 40 |
|
|
2023
Q4 | $432K | Buy |
+5,729
| New | +$432K | 0.34% | 37 |
|