WMG Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

WMG Financial Advisors’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$632K	Sell
2025 Q2	$663K	Sell
2025 Q1	$617K	Sell
2024 Q4	$592K	Hold
2024 Q3	$654K	Sell
2024 Q2	$807K	Sell
2024 Q1	$1.22M	Sell
2023 Q4	$1.21M	Sell
2023 Q3	$1.24M	Buy
2023 Q2	$683K	Buy