AF
Advisornet Financial’s iShares MSCI EAFE ETF EFA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.11M | Buy |
79,502
+29,737
| +60% | +$2.66M | 0.46% | 46 |
|
2025
Q1 | $4.07M | Buy |
49,765
+4,065
| +9% | +$332K | 0.3% | 70 |
|
2024
Q4 | $3.46M | Buy |
45,700
+13,039
| +40% | +$986K | 0.29% | 81 |
|
2024
Q3 | $2.73M | Buy |
32,661
+17,624
| +117% | +$1.47M | 0.2% | 113 |
|
2024
Q2 | $1.18M | Buy |
15,037
+2,944
| +24% | +$231K | 0.11% | 189 |
|
2024
Q1 | $966K | Sell |
12,093
-969
| -7% | -$77.4K | 0.09% | 206 |
|
2023
Q4 | $984K | Buy |
13,062
+4,631
| +55% | +$349K | 0.09% | 221 |
|
2023
Q3 | $581K | Sell |
8,431
-6,122
| -42% | -$422K | 0.05% | 283 |
|
2023
Q2 | $1.06M | Buy |
14,553
+421
| +3% | +$30.5K | 0.09% | 206 |
|
2023
Q1 | $1.01M | Buy |
14,132
+636
| +5% | +$45.5K | 0.09% | 209 |
|
2022
Q4 | $886K | Sell |
13,496
-1,599
| -11% | -$105K | 0.09% | 220 |
|
2022
Q3 | $845K | Buy |
15,095
+5,038
| +50% | +$282K | 0.08% | 232 |
|
2022
Q2 | $628K | Sell |
10,057
-48,599
| -83% | -$3.03M | 0.06% | 271 |
|
2022
Q1 | $4.32M | Sell |
58,656
-44,645
| -43% | -$3.29M | 0.27% | 82 |
|
2021
Q4 | $8.13M | Sell |
103,301
-63,253
| -38% | -$4.98M | 0.5% | 37 |
|
2021
Q3 | $13M | Sell |
166,554
-4,365
| -3% | -$341K | 0.9% | 13 |
|
2021
Q2 | $13.5M | Sell |
170,919
-2,867
| -2% | -$226K | 0.89% | 14 |
|
2021
Q1 | $13.2M | Sell |
173,786
-12,753
| -7% | -$968K | 0.94% | 12 |
|
2020
Q4 | $13.6M | Buy |
186,539
+2,657
| +1% | +$194K | 1.1% | 10 |
|
2020
Q3 | $11.7M | Sell |
183,882
-10,085
| -5% | -$642K | 1% | 11 |
|
2020
Q2 | $11.8M | Sell |
193,967
-33,152
| -15% | -$2.02M | 0.95% | 16 |
|
2020
Q1 | $12.1M | Sell |
227,119
-4,839
| -2% | -$259K | 1.12% | 15 |
|
2019
Q4 | $16.1M | Buy |
231,958
+699
| +0.3% | +$48.5K | 1.37% | 10 |
|
2019
Q3 | $15.1M | Sell |
231,259
-16,047
| -6% | -$1.05M | 1.39% | 9 |
|
2019
Q2 | $16.3M | Sell |
247,306
-22,851
| -8% | -$1.5M | 1.8% | 5 |
|
2019
Q1 | $17.5M | Sell |
270,157
-60,948
| -18% | -$3.95M | 2.14% | 5 |
|
2018
Q4 | $19.5M | Sell |
331,105
-127,866
| -28% | -$7.52M | 2.69% | 4 |
|
2018
Q3 | $31.2M | Sell |
458,971
-108,078
| -19% | -$7.35M | 3.92% | 2 |
|
2018
Q2 | $38M | Sell |
567,049
-1,618
| -0.3% | -$108K | 5.13% | 1 |
|
2018
Q1 | $39.6M | Buy |
568,667
+75,014
| +15% | +$5.23M | 5.48% | 1 |
|
2017
Q4 | $34.7M | Buy |
+493,653
| New | +$34.7M | 5.27% | 1 |
|