Aberdeen Wealth Management’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 | $538K | Buy |
+6,017
| New | +$538K | 0.36% | 80 |
|
|
2025
Q1 | – | Sell |
-6,017
| Closed | -$455K | – | 163 |
|
|
2024
Q4 | $455K | Sell |
6,017
-100
| -2% | -$7.56K | 0.31% | 87 |
|
|
2024
Q3 | $512K | Sell |
6,117
-100
| -2% | -$8.36K | 0.34% | 88 |
|
|
2024
Q2 | $487K | Hold |
6,217
| – | – | 0.33% | 90 |
|
|
2024
Q1 | $496K | Hold |
6,217
| – | – | 0.29% | 89 |
|
|
2023
Q4 | $468K | Hold |
6,217
| – | – | 0.34% | 85 |
|
|
2023
Q3 | $428K | Hold |
6,217
| – | – | 0.32% | 88 |
|
|
2023
Q2 | $451K | Hold |
6,217
| – | – | 0.33% | 89 |
|
|
2023
Q1 | $445K | Hold |
6,217
| – | – | 0.33% | 86 |
|
|
2022
Q4 | $408K | Sell |
6,217
-200
| -3% | -$13.1K | 0.31% | 91 |
|
|
2022
Q3 | $359K | Sell |
6,417
-100
| -2% | -$5.6K | 0.32% | 91 |
|
|
2022
Q2 | $407K | Hold |
6,517
| – | – | 0.32% | 82 |
|
|
2022
Q1 | $480K | Sell |
6,517
-1,403
| -18% | -$103K | 0.33% | 85 |
|
|
2021
Q4 | $623K | Buy |
+7,920
| New | +$623K | 0.41% | 68 |
|
|
2021
Q2 | – | Sell |
-6,697
| Closed | -$508K | – | 130 |
|
|
2021
Q1 | $508K | Hold |
6,697
| – | – | 0.4% | 69 |
|
|
2020
Q4 | $489K | Hold |
6,697
| – | – | 0.37% | 74 |
|
|
2020
Q3 | $426K | Buy |
+6,697
| New | +$426K | 0.41% | 72 |
|
|
2020
Q1 | – | Sell |
-6,697
| Closed | -$465K | – | 125 |
|
|
2019
Q4 | $465K | Buy |
+6,697
| New | +$465K | 0.35% | 71 |
|