Wipfli 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $680K | Buy |
12,146
+7,602
| +167% | +$426K | 0.05% | 169 |
|
|
2022
Q2 | $284K | Buy |
4,544
+12
| +0.3% | +$750 | 0.03% | 80 |
|
|
2022
Q1 | $334K | Buy |
4,532
+502
| +12% | +$36.9K | 0.03% | 76 |
|
|
2021
Q4 | $317K | Hold |
4,030
| – | – | 0.04% | 37 |
|
|
2021
Q3 | $314K | Hold |
4,030
| – | – | 0.04% | 38 |
|
|
2021
Q2 | $318K | Hold |
4,030
| – | – | 0.04% | 36 |
|
|
2021
Q1 | $306K | Hold |
4,030
| – | – | 0.17% | 28 |
|
|
2020
Q4 | $294K | Buy |
+4,030
| New | +$294K | 0.18% | 29 |
|