Wealth Dimensions Group’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
Q3 | $533K | Buy |
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|
2025
Q2 | $496K | Buy |
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|
2025
Q1 | $453K | Hold |
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|
2024
Q4 | $420K | Buy |
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|
2024
Q3 | $390K | Sell |
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|
2024
Q2 | $383K | Buy |
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|
2024
Q1 | $390K | Hold |
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|
2023
Q4 | $368K | Sell |
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|
2023
Q3 | $344K | Sell |
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|
2023
Q2 | $485K | Buy |
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|
2023
Q1 | $479K | Sell |
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|
2022
Q4 | $465K | Buy |
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|
2022
Q3 | $382K | Hold |
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|
2022
Q2 | $426K | Sell |
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|
2022
Q1 | $508K | Hold |
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|
2021
Q4 | $543K | Buy |
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|
2021
Q3 | $536K | Hold |
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|
2021
Q2 | $542K | Buy |
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|
2021
Q1 | $521K | Buy |
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|
2020
Q4 | $320K | Buy |
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