Wealthgate Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $820K | Hold |
9,801
| – | – | 2.28% | 9 |
|
|
2024
Q2 | $768K | Buy |
9,801
+19
| +0.2% | +$1.49K | 1.89% | 8 |
|
|
2024
Q1 | $781K | Hold |
9,782
| – | – | 2.03% | 8 |
|
|
2023
Q4 | $737K | Buy |
9,782
+1,216
| +14% | +$91.6K | 2.04% | 9 |
|
|
2023
Q3 | $590K | Hold |
8,566
| – | – | 1.84% | 10 |
|
|
2023
Q2 | $621K | Hold |
8,566
| – | – | 1.82% | 10 |
|
|
2023
Q1 | $613K | Hold |
8,566
| – | – | 1.76% | 10 |
|
|
2022
Q4 | $562K | Hold |
8,566
| – | – | 1.53% | 10 |
|
|
2022
Q3 | $480K | Sell |
8,566
-15,000
| -64% | -$841K | 1.28% | 10 |
|
|
2022
Q2 | $1.47M | Sell |
23,566
-11,288
| -32% | -$706K | 3.64% | 7 |
|
|
2022
Q1 | $2.57M | Buy |
34,854
+16
| +0% | +$1.18K | 5.14% | 5 |
|
|
2021
Q4 | $2.74M | Buy |
34,838
+133
| +0.4% | +$10.5K | 4.27% | 5 |
|
|
2021
Q3 | $2.71M | Hold |
34,705
| – | – | 4.16% | 5 |
|
|
2021
Q2 | $2.74M | Sell |
34,705
-18,071
| -34% | -$1.43M | 5.4% | 4 |
|
|
2021
Q1 | $4M | Hold |
52,776
| – | – | 5.44% | 5 |
|
|
2020
Q4 | $3.85M | Buy |
+52,776
| New | +$3.85M | 5.76% | 4 |
|