AO
Advisor OS’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
26,446
+3,222
| +14% | +$288K | 0.23% | 64 |
|
|
2025
Q1 | $1.9M | Buy |
23,224
+381
| +2% | +$31.1K | 0.22% | 67 |
|
|
2024
Q4 | $1.73M | Buy |
22,843
+3,081
| +16% | +$233K | 0.2% | 77 |
|
|
2024
Q3 | $1.65M | Sell |
19,762
-6,619
| -25% | -$554K | 0.16% | 104 |
|
|
2024
Q2 | $2.07M | Buy |
26,381
+521
| +2% | +$40.8K | 0.23% | 86 |
|
|
2024
Q1 | $2.07M | Sell |
25,860
-172
| -0.7% | -$13.7K | 0.24% | 79 |
|
|
2023
Q4 | $1.96M | Buy |
26,032
+993
| +4% | +$74.8K | 0.26% | 72 |
|
|
2023
Q3 | $1.73M | Buy |
25,039
+175
| +0.7% | +$12.1K | 0.26% | 75 |
|
|
2023
Q2 | $1.8M | Buy |
24,864
+308
| +1% | +$22.3K | 0.29% | 65 |
|
|
2023
Q1 | $1.76M | Hold |
24,556
| – | – | 0.42% | 57 |
|
|
2022
Q4 | $1.61M | Buy |
24,556
+85
| +0.3% | +$5.58K | 0.43% | 54 |
|
|
2022
Q3 | $1.37M | Hold |
24,471
| – | – | 0.41% | 51 |
|
|
2022
Q2 | $1.53M | Sell |
24,471
-1,389
| -5% | -$86.8K | 0.45% | 48 |
|
|
2022
Q1 | $1.9M | Buy |
25,860
+2,888
| +13% | +$213K | 0.55% | 37 |
|
|
2021
Q4 | $1.81M | Sell |
22,972
-912
| -4% | -$71.7K | 0.37% | 70 |
|
|
2021
Q3 | $1.86M | Sell |
23,884
-179,073
| -88% | -$14M | 0.41% | 56 |
|
|
2021
Q2 | $16M | Buy |
202,957
+180,576
| +807% | +$14.2M | 3.32% | 8 |
|
|
2021
Q1 | $1.7M | Buy |
+22,381
| New | +$1.7M | 0.38% | 48 |
|