Wedmont Private Capital’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 | $1.39M | Sell |
15,485
-373
| -2% | -$33.5K | 0.06% | 204 |
|
|
2025
Q1 | $1.25M | Hold |
15,858
| – | – | 0.06% | 193 |
|
|
2024
Q4 | $1.19M | Sell |
15,858
-1,005
| -6% | -$75.4K | 0.06% | 188 |
|
|
2024
Q3 | $1.38M | Buy |
16,863
+420
| +3% | +$34.5K | 0.08% | 159 |
|
|
2024
Q2 | $1.34M | Buy |
16,443
+380
| +2% | +$31K | 0.08% | 146 |
|
|
2024
Q1 | $1.27M | Buy |
16,063
+30
| +0.2% | +$2.38K | 0.09% | 144 |
|
|
2023
Q4 | $1.2M | Buy |
16,033
+374
| +2% | +$28K | 0.1% | 134 |
|
|
2023
Q3 | $1.07M | Hold |
15,659
| – | – | 0.11% | 114 |
|
|
2023
Q2 | $1.16M | Buy |
15,659
+6,399
| +69% | +$473K | 0.12% | 109 |
|
|
2023
Q1 | $666K | Buy |
9,260
+237
| +3% | +$17K | 0.09% | 171 |
|
|
2022
Q4 | $615K | Sell |
9,023
-698
| -7% | -$47.6K | 0.09% | 167 |
|
|
2022
Q3 | $544K | Buy |
9,721
+1,300
| +15% | +$72.8K | 0.11% | 150 |
|
|
2022
Q2 | $526K | Hold |
8,421
| – | – | 0.11% | 133 |
|
|
2022
Q1 | $628K | Hold |
8,421
| – | – | 0.14% | 117 |
|
|
2021
Q4 | $666K | Buy |
+8,421
| New | +$666K | 0.21% | 83 |
|