Wade Financial Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.13M | Hold |
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|
2024
Q4 | $1.97M | Hold |
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|
2024
Q3 | $2.18M | Hold |
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|
2024
Q2 | $2.04M | Hold |
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|
2024
Q1 | $2.08M | Hold |
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|
2023
Q4 | $1.96M | Hold |
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|
2023
Q3 | $1.8M | Sell |
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|
2023
Q2 | $1.9M | Sell |
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|
2023
Q1 | $1.88M | Sell |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $1.57M | Sell |
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|
2022
Q2 | $1.76M | Buy |
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|
2022
Q1 | $2.07M | Buy |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $996K | Hold |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $877K | Hold |
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|
2020
Q4 | $843K | Hold |
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|
2020
Q3 | $736K | Hold |
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|
2020
Q2 | $703K | Hold |
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|
2020
Q1 | $618K | Sell |
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|
2019
Q4 | $904K | Buy |
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