Waterford Advisors’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
Q2 | $827K | Sell |
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|
2025
Q1 | $756K | Buy |
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|
2024
Q4 | $585K | Buy |
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|
2024
Q3 | $635K | Sell |
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|
2024
Q2 | $663K | Hold |
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|
2024
Q1 | $676K | Sell |
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|
2023
Q4 | $653K | Sell |
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|
2023
Q3 | $602K | Sell |
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|
2023
Q2 | $643K | Hold |
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|
2023
Q1 | $634K | Hold |
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|
2022
Q4 | $582K | Buy |
|