Whitaker-Myers Wealth Managers’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
2024
Q3
Sell
-6,545
Closed -$513K 111
2024
Q2
$513K Sell
6,545
-7,044
-52% -$552K 0.19% 58
2024
Q1
$1.09M Buy
13,589
+4,394
+48% +$351K 0.46% 38
2023
Q4
$693K Buy
+9,195
New +$693K 0.35% 48