Winch Advisory 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 | $20.4K | Hold |
228
| – | – | 0.01% | 234 |
|
|
2025
Q1 | $18.6K | Hold |
228
| – | – | ﹤0.01% | 230 |
|
|
2024
Q4 | $17.2K | Buy |
+228
| New | +$17.2K | ﹤0.01% | 237 |
|
|
2015
Q2 | – | Sell |
-151
| Closed | -$10K | – | 304 |
|
|
2015
Q1 | $10K | Buy |
+151
| New | +$10K | 0.01% | 151 |
|
|
2014
Q3 | – | Sell |
-564
| Closed | -$39K | – | 242 |
|
|
2014
Q2 | $39K | Hold |
564
| – | – | 0.02% | 94 |
|
|
2014
Q1 | $38K | Buy |
+564
| New | +$38K | 0.02% | 109 |
|