Westmount 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
$2.25M Sell
25,208
-297
-1% -$26.5K 0.62% 37
2025
Q1
$2.08M Buy
25,505
+186
+0.7% +$15.2K 0.64% 38
2024
Q4
$1.91M Buy
25,319
+420
+2% +$31.8K 0.58% 38
2024
Q3
$2.08M Sell
24,899
-326
-1% -$27.3K 0.63% 35
2024
Q2
$1.98M Buy
25,225
+717
+3% +$56.3K 0.65% 34
2024
Q1
$1.96M Sell
24,508
-111
-0.5% -$8.86K 0.7% 33
2023
Q4
$1.86M Buy
24,619
+890
+4% +$67.1K 0.76% 29
2023
Q3
$1.64M Buy
23,729
+1,063
+5% +$73.3K 0.72% 31
2023
Q2
$1.64M Buy
22,666
+250
+1% +$18.1K 0.72% 30
2023
Q1
$1.6M Buy
22,416
+858
+4% +$61.4K 0.74% 28
2022
Q4
$1.42M Buy
+21,558
New +$1.42M 0.74% 29