Willner & Heller’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 | $259K | Buy |
2,898
+50
| +2% | +$4.47K | 0.22% | 129 |
|
|
2025
Q1 | $233K | Hold |
2,848
| – | – | 0.22% | 137 |
|
|
2024
Q4 | $215K | Buy |
2,848
+39
| +1% | +$2.95K | 0.19% | 146 |
|
|
2024
Q3 | $235K | Hold |
2,809
| – | – | 0.21% | 136 |
|
|
2024
Q2 | $220K | Buy |
2,809
+50
| +2% | +$3.92K | 0.21% | 136 |
|
|
2024
Q1 | $220K | Hold |
2,759
| – | – | 0.22% | 132 |
|
|
2023
Q4 | $208K | Buy |
+2,759
| New | +$208K | 0.23% | 129 |
|
|
2022
Q2 | – | Sell |
-2,701
| Closed | -$213K | – | 123 |
|
|
2022
Q1 | $213K | Buy |
2,701
+46
| +2% | +$3.63K | 0.26% | 134 |
|
|
2021
Q4 | $207K | Buy |
+2,655
| New | +$207K | 0.28% | 136 |
|