Windsor Advisory Group’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 | $23.5K | Sell |
263
-981
| -79% | -$87.6K | 0.03% | 49 |
|
|
2025
Q1 | $102K | Hold |
1,244
| – | – | 0.13% | 41 |
|
|
2024
Q4 | $94K | Buy |
1,244
+2
| +0.2% | +$151 | 0.11% | 57 |
|
|
2024
Q3 | $104K | Hold |
1,242
| – | – | 0.12% | 64 |
|
|
2024
Q2 | $97.3K | Sell |
1,242
-188
| -13% | -$14.7K | 0.2% | 38 |
|
|
2024
Q1 | $114K | Buy |
1,430
+190
| +15% | +$15.2K | 0.32% | 37 |
|
|
2023
Q4 | $93.5K | Sell |
1,240
-561
| -31% | -$42.3K | 0.28% | 40 |
|
|
2023
Q3 | $124K | Buy |
1,801
+53
| +3% | +$3.65K | 0.3% | 44 |
|
|
2023
Q2 | $127K | Buy |
1,748
+53
| +3% | +$3.84K | 0.31% | 42 |
|
|
2023
Q1 | $121K | Hold |
1,695
| – | – | 0.29% | 47 |
|
|
2022
Q4 | $111K | Buy |
+1,695
| New | +$111K | 0.3% | 52 |
|