Valued Wealth 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 | $71.2K | Hold |
797
| – | – | 0.04% | 65 |
|
|
2025
Q1 | $65.1K | Hold |
797
| – | – | 0.04% | 73 |
|
|
2024
Q4 | $60.3K | Sell |
797
-131
| -14% | -$9.91K | 0.04% | 73 |
|
|
2024
Q3 | $77.6K | Buy |
928
+397
| +75% | +$33.2K | 0.05% | 55 |
|
|
2024
Q2 | $41.6K | Hold |
531
| – | – | 0.03% | 81 |
|
|
2024
Q1 | $42.4K | Hold |
531
| – | – | 0.03% | 77 |
|
|
2023
Q4 | $36.6K | Buy |
+531
| New | +$36.6K | 0.03% | 61 |
|