Wealthstream Advisors’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 | $364K | Hold |
4,068
| – | – | 0.06% | 109 |
|
|
2025
Q1 | $333K | Hold |
4,068
| – | – | 0.06% | 103 |
|
|
2024
Q4 | $308K | Hold |
4,068
| – | – | 0.06% | 110 |
|
|
2024
Q3 | $340K | Hold |
4,068
| – | – | 0.06% | 95 |
|
|
2024
Q2 | $319K | Hold |
4,068
| – | – | 0.12% | 90 |
|
|
2024
Q1 | $325K | Hold |
4,068
| – | – | 0.12% | 95 |
|
|
2023
Q4 | $307K | Buy |
4,068
+50
| +1% | +$3.77K | 0.13% | 101 |
|
|
2023
Q3 | $277K | Hold |
4,018
| – | – | 0.14% | 80 |
|
|
2023
Q2 | $291K | Buy |
4,018
+562
| +16% | +$40.7K | 0.15% | 73 |
|
|
2023
Q1 | $247K | Hold |
3,456
| – | – | 0.15% | 67 |
|
|
2022
Q4 | $227K | Buy |
+3,456
| New | +$227K | 0.15% | 64 |
|
|
2022
Q3 | – | Sell |
-3,442
| Closed | -$215K | – | 70 |
|
|
2022
Q2 | $215K | Buy |
3,442
+80
| +2% | +$5K | 0.22% | 62 |
|
|
2022
Q1 | $247K | Buy |
3,362
+7
| +0.2% | +$514 | 0.22% | 58 |
|
|
2021
Q4 | $264K | Buy |
+3,355
| New | +$264K | 0.23% | 54 |
|