WealthBridge Investment Counsel’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 | $11.6M | Sell |
129,975
-1,000
| -0.8% | -$89.4K | 3.77% | 7 |
|
|
2025
Q1 | $10.7M | Hold |
130,975
| – | – | 3.9% | 5 |
|
|
2024
Q4 | $9.9M | Sell |
130,975
-500
| -0.4% | -$37.8K | 3.63% | 9 |
|
|
2024
Q3 | $11M | Sell |
131,475
-1,100
| -0.8% | -$92K | 3.9% | 4 |
|
|
2024
Q2 | $10.4M | Sell |
132,575
-5,350
| -4% | -$419K | 3.97% | 7 |
|
|
2024
Q1 | $11M | Sell |
137,925
-1,790
| -1% | -$143K | 4.09% | 5 |
|
|
2023
Q4 | $10.5M | Sell |
139,715
-3,775
| -3% | -$284K | 4.21% | 2 |
|
|
2023
Q3 | $9.89M | Sell |
143,490
-5,600
| -4% | -$386K | 4.31% | 2 |
|
|
2023
Q2 | $10.8M | Sell |
149,090
-2,750
| -2% | -$199K | 4.55% | 3 |
|
|
2023
Q1 | $10.9M | Sell |
151,840
-2,890
| -2% | -$207K | 4.81% | 1 |
|
|
2022
Q4 | $10.2M | Sell |
154,730
-6,515
| -4% | -$428K | 4.44% | 2 |
|
|
2022
Q3 | $9.03M | Sell |
161,245
-2,965
| -2% | -$166K | 4.75% | 2 |
|
|
2022
Q2 | $10.3M | Sell |
164,210
-3,845
| -2% | -$240K | 5.2% | 2 |
|
|
2022
Q1 | $12.4M | Sell |
168,055
-13,170
| -7% | -$969K | 5.46% | 2 |
|
|
2021
Q4 | $14.3M | Buy |
181,225
+6,120
| +3% | +$482K | 6.05% | 2 |
|
|
2021
Q3 | $13.7M | Buy |
175,105
+1,200
| +0.7% | +$93.6K | 6.14% | 2 |
|
|
2021
Q2 | $13.7M | Buy |
173,905
+9,300
| +6% | +$734K | 6.07% | 2 |
|
|
2021
Q1 | $12.5M | Sell |
164,605
-395
| -0.2% | -$30K | 6.11% | 2 |
|
|
2020
Q4 | $12M | Sell |
165,000
-550
| -0.3% | -$40.1K | 6.3% | 2 |
|
|
2020
Q3 | $10.5M | Buy |
165,550
+22,783
| +16% | +$1.45M | 6.42% | 2 |
|
|
2020
Q2 | $8.69M | Buy |
142,767
+25,775
| +22% | +$1.57M | 5.77% | 3 |
|
|
2020
Q1 | $6.25M | Sell |
116,992
-26,667
| -19% | -$1.43M | 5.31% | 4 |
|
|
2019
Q4 | $9.98M | Buy |
+143,659
| New | +$9.98M | 5.65% | 4 |
|