WFA
West Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3K | Hold |
126
| – | – | ﹤0.01% | 148 |
|
|
2025
Q1 | $10.3K | Sell |
126
-744
| -86% | -$60.8K | ﹤0.01% | 151 |
|
|
2024
Q4 | $65.8K | Buy |
870
+509
| +141% | +$38.5K | 0.01% | 89 |
|
|
2024
Q3 | $30.2K | Sell |
361
-121
| -25% | -$10.1K | 0.01% | 112 |
|
|
2024
Q2 | $37.8K | Sell |
482
-86
| -15% | -$6.74K | 0.01% | 86 |
|
|
2024
Q1 | $45.4K | Sell |
568
-81
| -12% | -$6.47K | 0.01% | 84 |
|
|
2023
Q4 | $48.9K | Sell |
649
-36
| -5% | -$2.71K | 0.01% | 84 |
|
|
2023
Q3 | $47.2K | Hold |
685
| – | – | 0.01% | 81 |
|
|
2023
Q2 | $49.7K | Hold |
685
| – | – | 0.01% | 79 |
|
|
2023
Q1 | $49K | Hold |
685
| – | – | 0.01% | 79 |
|
|
2022
Q4 | $45K | Sell |
685
-3,800
| -85% | -$249K | 0.01% | 79 |
|
|
2022
Q3 | $251K | Hold |
4,485
| – | – | 0.08% | 47 |
|
|
2022
Q2 | $280K | Hold |
4,485
| – | – | 0.08% | 45 |
|
|
2022
Q1 | $330K | Hold |
4,485
| – | – | 0.09% | 45 |
|
|
2021
Q4 | $353K | Hold |
4,485
| – | – | 0.09% | 45 |
|
|
2021
Q3 | $350K | Hold |
4,485
| – | – | 0.1% | 43 |
|
|
2021
Q2 | $354K | Hold |
4,485
| – | – | 0.11% | 39 |
|
|
2021
Q1 | $340K | Hold |
4,485
| – | – | 0.11% | 41 |
|
|
2020
Q4 | $327K | Buy |
+4,485
| New | +$327K | 0.12% | 39 |
|