Westshore Wealth’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 | $2.59M | Buy |
28,987
+1,169
| +4% | +$104K | 0.99% | 19 |
|
|
2025
Q1 | $2.27M | Buy |
27,818
+78
| +0.3% | +$6.38K | 0.96% | 18 |
|
|
2024
Q4 | $2.1M | Buy |
27,740
+363
| +1% | +$27.4K | 0.85% | 19 |
|
|
2024
Q3 | $2.29M | Buy |
27,377
+278
| +1% | +$23.2K | 0.94% | 18 |
|
|
2024
Q2 | $2.12M | Buy |
27,099
+301
| +1% | +$23.6K | 0.88% | 17 |
|
|
2024
Q1 | $2.14M | Buy |
26,798
+569
| +2% | +$45.4K | 0.89% | 19 |
|
|
2023
Q4 | $1.98M | Buy |
26,229
+247
| +1% | +$18.6K | 0.91% | 18 |
|
|
2023
Q3 | $1.79M | Buy |
25,982
+314
| +1% | +$21.6K | 0.99% | 16 |
|
|
2023
Q2 | $1.86M | Buy |
25,668
+413
| +2% | +$29.9K | 0.95% | 18 |
|
|
2023
Q1 | $1.81M | Hold |
25,255
| – | – | 0.95% | 15 |
|
|
2022
Q4 | $1.66M | Buy |
25,255
+1,069
| +4% | +$70.2K | 0.94% | 15 |
|
|
2022
Q3 | $1.36M | Sell |
24,186
-1,675
| -6% | -$93.8K | 0.93% | 12 |
|
|
2022
Q2 | $1.62M | Buy |
25,861
+1,355
| +6% | +$84.7K | 1.05% | 12 |
|
|
2022
Q1 | $1.8M | Hold |
24,506
| – | – | 1.21% | 12 |
|
|
2021
Q4 | $1.93M | Sell |
24,506
-675
| -3% | -$53.1K | 1.32% | 12 |
|
|
2021
Q3 | $1.96M | Hold |
25,181
| – | – | 1.59% | 9 |
|
|
2021
Q2 | $1.99M | Buy |
25,181
+335
| +1% | +$26.4K | 1.02% | 16 |
|
|
2021
Q1 | $1.89M | Buy |
+24,846
| New | +$1.89M | 1.08% | 16 |
|