Affiance Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Affiance Financial’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.34M	Sell	14,967 -250	-2%	-$22.3K	0.27%	42
2025 Q1	$1.24M	Hold	15,217	–	–	0.29%	43
2024 Q4	$1.15M	Sell	15,217 -1,856	-11%	-$140K	0.28%	49
2024 Q3	$1.43M	Hold	17,073	–	–	0.35%	44
2024 Q2	$1.34M	Hold	17,073	–	–	0.35%	43
2024 Q1	$1.36M	Buy	17,073 +133	+0.8%	+$10.6K	0.37%	41
2023 Q4	$1.28M	Sell	16,940 -197	-1%	-$14.8K	0.37%	40
2023 Q3	$1.18M	Sell	17,137 -14	-0.1%	-$965	0.6%	39
2023 Q2	$1.24M	Sell	17,151 -229	-1%	-$16.6K	0.61%	37
2023 Q1	$1.24M	Sell	17,380 -13,090	-43%	-$936K	0.66%	31
2022 Q4	$2M	Buy	30,470 +3,415	+13%	+$224K	0.81%	23
2022 Q3	$1.52M	Buy	27,055 +6,905	+34%	+$387K	0.85%	21
2022 Q2	$1.26M	Sell	20,150 -109	-0.5%	-$6.81K	0.68%	27
2022 Q1	$1.49M	Sell	20,259 -3,459	-15%	-$255K	0.72%	25
2021 Q4	$1.87M	Hold	23,718	–	–	0.78%	29
2021 Q3	$1.85M	Hold	23,718	–	–	0.8%	27
2021 Q2	$1.87M	Buy	23,718 +1,690	+8%	+$133K	0.79%	28
2021 Q1	$1.67M	Hold	22,028	–	–	0.75%	32
2020 Q4	$1.61M	Sell	22,028 -180	-0.8%	-$13.1K	0.84%	26
2020 Q3	$1.41M	Sell	22,208 -775	-3%	-$49.3K	0.82%	27
2020 Q2	$1.4M	Sell	22,983 -3,289	-13%	-$200K	0.76%	26
2020 Q1	$1.41M	Sell	26,272 -673	-2%	-$36K	0.97%	20
2019 Q4	$1.87M	Buy	26,945 +4,261	+19%	+$296K	1.03%	17
2019 Q3	$1.48M	Sell	22,684 -521	-2%	-$34K	0.9%	23
2019 Q2	$1.53M	Sell	23,205 -6,429	-22%	-$423K	0.93%	22
2019 Q1	$1.92M	Sell	29,634 -10,045	-25%	-$651K	1.21%	17
2018 Q4	$2.33M	Buy	39,679 +16,023	+68%	+$942K	1.54%	12
2018 Q3	$1.61M	Sell	23,656 -400	-2%	-$27.2K	1.06%	19
2018 Q2	$1.61M	Hold	24,056	–	–	1.23%	15
2018 Q1	$1.68M	Sell	24,056 -1,191	-5%	-$83K	1.48%	15
2017 Q4	$1.78M	Sell	25,247 -225	-0.9%	-$15.8K	1.31%	15
2017 Q3	$1.74M	Hold	25,472	–	–	1.4%	15
2017 Q2	$1.66M	Sell	25,472 -571	-2%	-$37.2K	1.32%	14
2017 Q1	$1.62M	Sell	26,043 -2,275	-8%	-$142K	1.25%	16
2016 Q4	$1.64M	Buy	+28,318	New	+$1.64M	1.31%	11