WBH Advisory’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 | $2.56M | Buy |
28,689
+336
| +1% | +$30K | 0.22% | 82 |
|
|
2025
Q1 | $2.32M | Sell |
28,353
-780
| -3% | -$63.7K | 0.22% | 80 |
|
|
2024
Q4 | $2.2M | Sell |
29,133
-1,252
| -4% | -$94.7K | 0.2% | 88 |
|
|
2024
Q3 | $2.54M | Buy |
30,385
+249
| +0.8% | +$20.8K | 0.24% | 74 |
|
|
2024
Q2 | $2.36M | Buy |
30,136
+2
| +0% | +$157 | 0.24% | 76 |
|
|
2024
Q1 | $2.41M | Sell |
30,134
-529
| -2% | -$42.2K | 0.25% | 76 |
|
|
2023
Q4 | $2.31M | Sell |
30,663
-3,504
| -10% | -$264K | 0.26% | 73 |
|
|
2023
Q3 | $2.35M | Sell |
34,167
-1,402
| -4% | -$96.6K | 0.29% | 73 |
|
|
2023
Q2 | $2.58M | Sell |
35,569
-2,180
| -6% | -$158K | 0.31% | 70 |
|
|
2023
Q1 | $2.7M | Buy |
+37,749
| New | +$2.7M | 0.34% | 71 |
|
|
2022
Q3 | $1.64M | Buy |
29,297
+24,543
| +516% | +$1.37M | 0.24% | 96 |
|
|
2022
Q2 | $292K | Buy |
4,754
+1,840
| +63% | +$113K | 0.04% | 250 |
|
|
2022
Q1 | $202K | Buy |
+2,914
| New | +$202K | 0.02% | 308 |
|
|
2020
Q1 | – | Sell |
-2,911
| Closed | -$202K | – | 221 |
|
|
2019
Q4 | $202K | Buy |
+2,911
| New | +$202K | 0.04% | 238 |
|