WFA
WestHill 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 | $522K | Sell |
5,841
-76
| -1% | -$6.79K | 0.11% | 41 |
|
|
2025
Q1 | $484K | Buy |
5,917
+234
| +4% | +$19.1K | 0.11% | 43 |
|
|
2024
Q4 | $430K | Buy |
5,683
+12
| +0.2% | +$907 | 0.1% | 47 |
|
|
2024
Q3 | $474K | Hold |
5,671
| – | – | 0.11% | 45 |
|
|
2024
Q2 | $444K | Sell |
5,671
-561
| -9% | -$43.9K | 0.11% | 42 |
|
|
2024
Q1 | $498K | Sell |
6,232
-172
| -3% | -$13.7K | 0.12% | 39 |
|
|
2023
Q4 | $483K | Sell |
6,404
-106
| -2% | -$7.99K | 0.13% | 37 |
|
|
2023
Q3 | $449K | Sell |
6,510
-267
| -4% | -$18.4K | 0.13% | 37 |
|
|
2023
Q2 | $491K | Sell |
6,777
-29
| -0.4% | -$2.1K | 0.14% | 33 |
|
|
2023
Q1 | $487K | Buy |
6,806
+74
| +1% | +$5.29K | 0.15% | 34 |
|
|
2022
Q4 | $442K | Buy |
6,732
+3
| +0% | +$197 | 0.14% | 38 |
|
|
2022
Q3 | $377K | Sell |
6,729
-241
| -3% | -$13.5K | 0.13% | 38 |
|
|
2022
Q2 | $436K | Buy |
6,970
+17
| +0.2% | +$1.06K | 0.14% | 38 |
|
|
2022
Q1 | $512K | Sell |
6,953
-1,419
| -17% | -$104K | 0.15% | 37 |
|
|
2021
Q4 | $659K | Buy |
8,372
+90
| +1% | +$7.08K | 0.19% | 32 |
|
|
2021
Q3 | $646K | Buy |
+8,282
| New | +$646K | 0.2% | 31 |
|
|
2021
Q1 | $646K | Sell |
8,511
-1,272
| -13% | -$96.5K | 0.23% | 28 |
|
|
2020
Q4 | $714K | Buy |
+9,783
| New | +$714K | 0.28% | 25 |
|