Windward Private Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
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|
2025
Q1 | $248K | Sell |
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|
2024
Q4 | $253K | Hold |
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|
2024
Q3 | $280K | Hold |
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|
2024
Q2 | $262K | Sell |
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|
2024
Q1 | $275K | Sell |
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|
2023
Q4 | $305K | Sell |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $359K | Sell |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $360K | Sell |
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|
2022
Q2 | $649K | Sell |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.43M | Sell |
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|
2021
Q3 | $1.43M | Sell |
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|
2021
Q2 | $1.45M | Sell |
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|
2021
Q1 | $1.41M | Sell |
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|
2020
Q4 | $1.44M | Buy |
|