WealthShield Partners’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 | $1.1M | Buy |
12,330
+356
| +3% | +$31.8K | 0.13% | 166 |
|
|
2025
Q1 | $979K | Buy |
11,974
+664
| +6% | +$54.3K | 0.13% | 164 |
|
|
2024
Q4 | $855K | Sell |
11,310
-199
| -2% | -$15K | 0.12% | 169 |
|
|
2024
Q3 | $962K | Buy |
11,509
+227
| +2% | +$19K | 0.13% | 159 |
|
|
2024
Q2 | $884K | Buy |
11,282
+2
| +0% | +$157 | 0.13% | 159 |
|
|
2024
Q1 | $901K | Buy |
11,280
+63
| +0.6% | +$5.03K | 0.15% | 151 |
|
|
2023
Q4 | $845K | Sell |
11,217
-567
| -5% | -$42.7K | 0.14% | 156 |
|
|
2023
Q3 | $812K | Sell |
11,784
-52
| -0.4% | -$3.58K | 0.12% | 167 |
|
|
2023
Q2 | $858K | Hold |
11,836
| – | – | 0.13% | 158 |
|
|
2023
Q1 | $847K | Sell |
11,836
-2,064
| -15% | -$148K | 0.14% | 163 |
|
|
2022
Q4 | $912K | Buy |
13,900
+3,275
| +31% | +$215K | 0.17% | 137 |
|
|
2022
Q3 | $595K | Buy |
10,625
+494
| +5% | +$27.7K | 0.12% | 179 |
|
|
2022
Q2 | $633K | Buy |
10,131
+272
| +3% | +$17K | 0.13% | 173 |
|
|
2022
Q1 | $726K | Sell |
9,859
-10,466
| -51% | -$771K | 0.12% | 184 |
|
|
2021
Q4 | $1.6M | Buy |
+20,325
| New | +$1.6M | 0.27% | 80 |
|
|
2021
Q3 | – | Sell |
-1,345
| Closed | -$106K | – | 363 |
|
|
2021
Q2 | $106K | Sell |
1,345
-12,993
| -91% | -$1.02M | 0.02% | 353 |
|
|
2021
Q1 | $1.09M | Buy |
14,338
+1,937
| +16% | +$147K | 0.2% | 94 |
|
|
2020
Q4 | $905K | Buy |
12,401
+6,038
| +95% | +$441K | 0.17% | 113 |
|
|
2020
Q3 | $405K | Buy |
6,363
+201
| +3% | +$12.8K | 0.14% | 156 |
|
|
2020
Q2 | $375K | Sell |
6,162
-2,338
| -28% | -$142K | 0.17% | 130 |
|
|
2020
Q1 | $454K | Sell |
8,500
-1,309
| -13% | -$69.9K | 0.28% | 80 |
|
|
2019
Q4 | $681K | Sell |
9,809
-2,266
| -19% | -$157K | 0.33% | 63 |
|
|
2019
Q3 | $787K | Buy |
12,075
+568
| +5% | +$37K | 0.42% | 53 |
|
|
2019
Q2 | $756K | Buy |
11,507
+4,456
| +63% | +$293K | 0.44% | 49 |
|
|
2019
Q1 | $457K | Sell |
7,051
-2,644
| -27% | -$171K | 0.26% | 79 |
|
|
2018
Q4 | $570K | Buy |
9,695
+832
| +9% | +$48.9K | 0.39% | 49 |
|
|
2018
Q3 | $603K | Sell |
8,863
-390
| -4% | -$26.5K | 0.34% | 55 |
|
|
2018
Q2 | $620K | Sell |
9,253
-281
| -3% | -$18.8K | 0.38% | 48 |
|
|
2018
Q1 | $664K | Sell |
9,534
-1,219
| -11% | -$84.9K | 0.42% | 47 |
|
|
2017
Q4 | $762K | Buy |
+10,753
| New | +$762K | 0.46% | 47 |
|