WMG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Sell |
7,416
-134
| -2% | -$12K | 0.25% | 62 |
|
|
2025
Q1 | $617K | Sell |
7,550
-275
| -4% | -$22.5K | 0.26% | 60 |
|
|
2024
Q4 | $592K | Hold |
7,825
| – | – | 0.25% | 61 |
|
|
2024
Q3 | $654K | Sell |
7,825
-2,481
| -24% | -$207K | 0.3% | 51 |
|
|
2024
Q2 | $807K | Sell |
10,306
-4,931
| -32% | -$386K | 0.43% | 43 |
|
|
2024
Q1 | $1.22M | Sell |
15,237
-803
| -5% | -$64.1K | 0.7% | 30 |
|
|
2023
Q4 | $1.21M | Sell |
16,040
-1,900
| -11% | -$143K | 0.79% | 26 |
|
|
2023
Q3 | $1.24M | Buy |
17,940
+8,519
| +90% | +$587K | 1.05% | 18 |
|
|
2023
Q2 | $683K | Buy |
+9,421
| New | +$683K | 0.5% | 48 |
|