Watershed Private Wealth’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 | $288K | Sell |
3,223
-201
| -6% | -$18K | 0.1% | 89 |
|
|
2025
Q1 | $280K | Sell |
3,424
-11
| -0.3% | -$899 | 0.11% | 97 |
|
|
2024
Q4 | $260K | Sell |
3,435
-139
| -4% | -$10.5K | 0.1% | 97 |
|
|
2024
Q3 | $299K | Sell |
3,574
-2,531
| -41% | -$212K | 0.12% | 86 |
|
|
2024
Q2 | $478K | Sell |
6,105
-243
| -4% | -$19K | 0.2% | 74 |
|
|
2024
Q1 | $507K | Sell |
6,348
-61,395
| -91% | -$4.9M | 0.22% | 74 |
|
|
2023
Q4 | $5.1M | Buy |
67,743
+50
| +0.1% | +$3.77K | 2.82% | 5 |
|
|
2023
Q3 | $4.67M | Sell |
67,693
-881
| -1% | -$60.7K | 2.88% | 5 |
|
|
2023
Q2 | $4.97M | Sell |
68,574
-5,775
| -8% | -$419K | 3.01% | 6 |
|
|
2023
Q1 | $5.32M | Sell |
74,349
-1,165
| -2% | -$83.3K | 3.59% | 4 |
|
|
2022
Q4 | $4.96M | Buy |
+75,514
| New | +$4.96M | 3.76% | 4 |
|