Waterway Wealth Management’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 | $22.9M | Sell |
256,256
-240,507
| -48% | -$21.5M | 6.93% | 4 |
|
|
2025
Q1 | $40.6M | Sell |
496,763
-123,080
| -20% | -$10.1M | 16.92% | 2 |
|
|
2024
Q4 | $46.9M | Buy |
619,843
+42,841
| +7% | +$3.24M | 20.61% | 1 |
|
|
2024
Q3 | $48.3M | Buy |
577,002
+17,989
| +3% | +$1.5M | 20.73% | 1 |
|
|
2024
Q2 | $43.8M | Buy |
559,013
+4,374
| +0.8% | +$343K | 21.49% | 1 |
|
|
2024
Q1 | $44.3M | Sell |
554,639
-108,303
| -16% | -$8.65M | 19.47% | 2 |
|
|
2023
Q4 | $44.4M | Buy |
+662,942
| New | +$44.4M | 18.54% | 2 |
|