WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-714
| Closed | -$51.8K | – | 525 |
|
|
2023
Q2 | $51.8K | Sell |
714
-68
| -9% | -$4.94K | 0.01% | 501 |
|
|
2023
Q1 | $55.9K | Buy |
+782
| New | +$54.7K | 0.01% | 534 |
|
|
2020
Q4 | – | Sell |
-4,736
| Closed | -$324K | – | 342 |
|
|
2020
Q3 | $324K | Sell |
4,736
-69
| -1% | -$4.42K | 0.03% | 241 |
|
|
2020
Q2 | $313K | Sell |
4,805
-440
| -8% | -$25.4K | 0.03% | 231 |
|
|
2020
Q1 | $289K | Sell |
5,245
-167
| -3% | -$10.6K | 0.04% | 199 |
|
|
2019
Q4 | $378K | Sell |
5,412
-5,578
| -51% | -$377K | 0.04% | 177 |
|
|
2019
Q3 | $748K | Sell |
10,990
-6,455
| -37% | -$416K | 0.1% | 126 |
|
|
2019
Q2 | $1.1M | Buy |
17,445
+4,285
| +33% | +$280K | 0.17% | 99 |
|
|
2019
Q1 | $851K | Sell |
13,160
-1,002
| -7% | -$63.1K | 0.13% | 121 |
|
|
2018
Q4 | $901K | Buy |
14,162
+10,381
| +275% | +$648K | 0.14% | 111 |
|
|
2018
Q3 | $232K | Buy |
3,781
+288
| +8% | +$19.4K | 0.04% | 217 |
|
|
2018
Q2 | $234K | Sell |
3,493
-1,642
| -32% | -$115K | 0.05% | 223 |
|
|
2018
Q1 | $358K | Buy |
+5,135
| New | +$366K | 0.08% | 179 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$6.18K | – | 247 |
|
|
2017
Q1 | $6.18K | Buy |
+100
| New | +$6.04K | 0.02% | 319 |
|
|
2016
Q3 | $75.8K | Sell |
1,286
-1,995
| -61% | -$116K | 0.02% | 269 |
|
|
2016
Q2 | $71.9K | Buy |
+3,281
| New | +$189K | 0.01% | 750 |
|
|
2015
Q4 | $57.9K | Buy |
+1,566
| New | +$94.3K | 0.01% | 577 |
|
|
2015
Q2 | – | Sell |
-921
| Closed | -$59K | – | 450 |
|
|
2015
Q1 | $59K | Buy |
+921
| New | +$58K | 0.03% | 224 |
|
Other funds holding EFA
