WOSD
WFA of San Diego’s iShares MSCI EAFE ETF EFA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $47.8K | Buy |
+535
| New | +$47.8K | 0.04% | 205 |
|
2024
Q3 | $57.3K | Hold |
685
| – | – | 0.05% | 174 |
|
2024
Q2 | $53.7K | Buy |
+685
| New | +$53.7K | 0.05% | 173 |
|
2023
Q3 | $47.2K | Hold |
685
| – | – | 0.05% | 174 |
|
2023
Q2 | $49.7K | Buy |
+685
| New | +$49.7K | 0.05% | 170 |
|
2023
Q1 | – | Sell |
-685
| Closed | -$45K | – | 159 |
|
2022
Q4 | $45K | Buy |
+685
| New | +$45K | 0.03% | 201 |
|
2022
Q3 | – | Sell |
-685
| Closed | -$43K | – | 167 |
|
2022
Q2 | $43K | Buy |
+685
| New | +$43K | 0.04% | 169 |
|
2020
Q3 | – | Sell |
-12,191
| Closed | -$851K | – | 115 |
|
2020
Q2 | $851K | Buy |
+12,191
| New | +$851K | 0.2% | 111 |
|