Widmann Financial Services’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 | $216K | Sell |
2,421
-270
| -10% | -$24.1K | 0.15% | 104 |
|
|
2025
Q1 | $220K | Hold |
2,691
| – | – | 0.17% | 93 |
|
|
2024
Q4 | $203K | Sell |
2,691
-145
| -5% | -$11K | 0.16% | 96 |
|
|
2024
Q3 | $237K | Hold |
2,836
| – | – | 0.18% | 93 |
|
|
2024
Q2 | $222K | Hold |
2,836
| – | – | 0.18% | 90 |
|
|
2024
Q1 | $226K | Hold |
2,836
| – | – | 0.19% | 90 |
|
|
2023
Q4 | $214K | Buy |
+2,836
| New | +$214K | 0.19% | 88 |
|
|
2023
Q3 | – | Sell |
-2,836
| Closed | -$206K | – | 85 |
|
|
2023
Q2 | $206K | Hold |
2,836
| – | – | 0.2% | 79 |
|
|
2023
Q1 | $203K | Buy |
+2,836
| New | +$203K | 0.2% | 76 |
|
|
2022
Q1 | – | Sell |
-2,143
| Closed | -$168K | – | 184 |
|
|
2021
Q4 | $168K | Buy |
+2,143
| New | +$168K | 0.14% | 91 |
|