Acima Private Wealth’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 | $444K | Hold |
4,970
| – | – | 0.15% | 78 |
|
|
2025
Q1 | $406K | Hold |
4,970
| – | – | 0.15% | 82 |
|
|
2024
Q4 | $376K | Hold |
4,970
| – | – | 0.13% | 92 |
|
|
2024
Q3 | $416K | Sell |
4,970
-3,755
| -43% | -$314K | 0.14% | 87 |
|
|
2024
Q2 | $683K | Hold |
8,725
| – | – | 0.25% | 61 |
|
|
2024
Q1 | $697K | Hold |
8,725
| – | – | 0.26% | 65 |
|
|
2023
Q4 | $657K | Hold |
8,725
| – | – | 0.26% | 69 |
|
|
2023
Q3 | $601K | Hold |
8,725
| – | – | 0.27% | 75 |
|
|
2023
Q2 | $633K | Hold |
8,725
| – | – | 0.3% | 67 |
|
|
2023
Q1 | $624K | Hold |
8,725
| – | – | 0.31% | 67 |
|
|
2022
Q4 | $573K | Hold |
8,725
| – | – | 0.29% | 72 |
|
|
2022
Q3 | $489K | Hold |
8,725
| – | – | 0.25% | 73 |
|
|
2022
Q2 | $545K | Sell |
8,725
-601
| -6% | -$37.6K | 0.27% | 71 |
|
|
2022
Q1 | $686K | Sell |
9,326
-600
| -6% | -$44.1K | 0.32% | 70 |
|
|
2021
Q4 | $781K | Hold |
9,926
| – | – | 0.34% | 72 |
|
|
2021
Q3 | $774K | Sell |
9,926
-123
| -1% | -$9.59K | 0.36% | 66 |
|
|
2021
Q2 | $793K | Hold |
10,049
| – | – | 0.36% | 66 |
|
|
2021
Q1 | $762K | Sell |
10,049
-523
| -5% | -$39.7K | 0.37% | 67 |
|
|
2020
Q4 | $771K | Hold |
10,572
| – | – | 0.4% | 67 |
|
|
2020
Q3 | $673K | Hold |
10,572
| – | – | 0.41% | 64 |
|
|
2020
Q2 | $644K | Hold |
10,572
| – | – | 0.42% | 64 |
|
|
2020
Q1 | $565K | Hold |
10,572
| – | – | 0.44% | 60 |
|
|
2019
Q4 | $734K | Hold |
10,572
| – | – | 0.51% | 48 |
|
|
2019
Q3 | $689K | Buy |
10,572
+150
| +1% | +$9.78K | 0.53% | 46 |
|
|
2019
Q2 | $685K | Hold |
10,422
| – | – | 0.54% | 45 |
|
|
2019
Q1 | $676K | Hold |
10,422
| – | – | 0.58% | 41 |
|
|
2018
Q4 | $613K | Buy |
+10,422
| New | +$613K | 0.6% | 41 |
|