Vawter Financial’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 | – | Sell |
-4,394
| Closed | -$359K | – | 45 |
|
|
2025
Q1 | $359K | Sell |
4,394
-141
| -3% | -$11.5K | 0.2% | 72 |
|
|
2024
Q4 | $343K | Hold |
4,535
| – | – | 0.21% | 70 |
|
|
2024
Q3 | $379K | Hold |
4,535
| – | – | 0.23% | 62 |
|
|
2024
Q2 | $355K | Buy |
4,535
+715
| +19% | +$56K | 0.24% | 60 |
|
|
2024
Q1 | $305K | Sell |
3,820
-200
| -5% | -$16K | 0.22% | 61 |
|
|
2023
Q4 | $303K | Buy |
4,020
+20
| +0.5% | +$1.51K | 0.24% | 55 |
|
|
2023
Q3 | $276K | Sell |
4,000
-20
| -0.5% | -$1.38K | 0.31% | 53 |
|
|
2023
Q2 | $291K | Hold |
4,020
| – | – | 0.25% | 56 |
|
|
2023
Q1 | $288K | Hold |
4,020
| – | – | 0.29% | 41 |
|
|
2022
Q4 | $264K | Buy |
+4,020
| New | +$264K | 0.31% | 44 |
|