William Howard & Co Financial Advisors’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 | $2.78M | Buy |
31,076
+53
| +0.2% | +$4.74K | 2.42% | 10 |
|
2025
Q1 | $2.54M | Hold |
31,023
| – | – | 2.38% | 10 |
|
2024
Q4 | $2.35M | Sell |
31,023
-23
| -0.1% | -$1.74K | 2.12% | 10 |
|
2024
Q3 | $2.6M | Hold |
31,046
| – | – | 2.22% | 10 |
|
2024
Q2 | $2.43M | Sell |
31,046
-478
| -2% | -$37.4K | 2.25% | 10 |
|
2024
Q1 | $2.52M | Buy |
+31,524
| New | +$2.52M | 2.36% | 10 |
|