Addison 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 | $33.9K | Buy |
379
+137
| +57% | +$12.2K | 0.01% | 454 |
|
|
2025
Q1 | $19.8K | Sell |
242
-4,702
| -95% | -$384K | 0.01% | 504 |
|
|
2024
Q4 | $374K | Buy |
4,944
+4,702
| +1,943% | +$356K | 0.1% | 131 |
|
|
2024
Q3 | $20.2K | Sell |
242
-1,437
| -86% | -$120K | 0.01% | 504 |
|
|
2024
Q2 | $132K | Sell |
1,679
-53
| -3% | -$4.15K | 0.04% | 260 |
|
|
2024
Q1 | $138K | Buy |
1,732
+1,220
| +238% | +$97.4K | 0.05% | 248 |
|
|
2023
Q4 | $38.6K | Sell |
512
-323
| -39% | -$24.3K | 0.02% | 388 |
|
|
2023
Q3 | $57.5K | Buy |
835
+776
| +1,315% | +$53.5K | 0.03% | 306 |
|
|
2023
Q2 | $4.28K | Sell |
59
-68
| -54% | -$4.93K | ﹤0.01% | 542 |
|
|
2023
Q1 | $9.08K | Sell |
127
-58
| -31% | -$4.15K | 0.01% | 467 |
|
|
2022
Q4 | $12.1K | Buy |
185
+14
| +8% | +$919 | 0.01% | 431 |
|
|
2022
Q3 | $10K | Sell |
171
-72
| -30% | -$4.21K | 0.01% | 448 |
|
|
2022
Q2 | $15K | Sell |
243
-7,900
| -97% | -$488K | 0.01% | 388 |
|
|
2022
Q1 | $599K | Buy |
+8,143
| New | +$599K | 0.33% | 66 |
|