ATFA
All Terrain Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.52M | Sell |
50,518
-495
| -1% | -$44.2K | 1.3% | 14 |
|
2025
Q1 | $4.17M | Buy |
51,013
+2,135
| +4% | +$174K | 1.31% | 14 |
|
2024
Q4 | $3.7M | Sell |
48,878
-14,342
| -23% | -$1.08M | 1.21% | 18 |
|
2024
Q3 | $5.29M | Sell |
63,220
-789
| -1% | -$66K | 1.94% | 10 |
|
2024
Q2 | $5.01M | Buy |
64,009
+4,457
| +7% | +$349K | 1.99% | 9 |
|
2024
Q1 | $4.76M | Sell |
59,552
-2,310
| -4% | -$184K | 1.87% | 8 |
|
2023
Q4 | $4.66M | Sell |
61,862
-1,711
| -3% | -$129K | 1.76% | 8 |
|
2023
Q3 | $4.38M | Sell |
63,573
-1,336
| -2% | -$92.1K | 1.84% | 8 |
|
2023
Q2 | $4.71M | Sell |
64,909
-1,323
| -2% | -$95.9K | 1.78% | 9 |
|
2023
Q1 | $4.74M | Buy |
66,232
+12,007
| +22% | +$859K | 1.95% | 8 |
|
2022
Q4 | $3.56M | Sell |
54,225
-13,308
| -20% | -$874K | 1.57% | 12 |
|
2022
Q3 | $3.78M | Sell |
67,533
-3,612
| -5% | -$202K | 1.63% | 12 |
|
2022
Q2 | $4.45M | Buy |
71,145
+2,586
| +4% | +$162K | 1.89% | 11 |
|
2022
Q1 | $5.05M | Buy |
68,559
+4,087
| +6% | +$301K | 2.04% | 12 |
|
2021
Q4 | $5.07M | Buy |
64,472
+15,370
| +31% | +$1.21M | 2.07% | 12 |
|
2021
Q3 | $3.83M | Buy |
49,102
+7,274
| +17% | +$567K | 1.67% | 17 |
|
2021
Q2 | $3.3M | Buy |
41,828
+20,285
| +94% | +$1.6M | 1.51% | 18 |
|
2021
Q1 | $1.63M | Sell |
21,543
-74,373
| -78% | -$5.64M | 0.75% | 31 |
|
2020
Q4 | $7M | Buy |
95,916
+9,982
| +12% | +$728K | 2.73% | 10 |
|
2020
Q3 | $5.47M | Hold |
85,934
| – | – | 1.87% | 9 |
|
2020
Q2 | $5.23M | Buy |
85,934
+20,267
| +31% | +$1.23M | 2.15% | 8 |
|
2020
Q1 | $3.51M | Sell |
65,667
-19,298
| -23% | -$1.03M | 1.42% | 17 |
|
2019
Q4 | $5.9M | Sell |
84,965
-3,719
| -4% | -$258K | 1.92% | 11 |
|
2019
Q3 | $5.79M | Sell |
88,684
-3,805
| -4% | -$248K | 1.94% | 11 |
|
2019
Q2 | $6.08M | Buy |
92,489
+16,536
| +22% | +$1.09M | 2.07% | 11 |
|
2019
Q1 | $4.93M | Sell |
75,953
-952
| -1% | -$61.7K | 1.71% | 10 |
|
2018
Q4 | $4.52M | Buy |
76,905
+1,535
| +2% | +$90.2K | 1.8% | 9 |
|
2018
Q3 | $5.12M | Buy |
75,370
+9,898
| +15% | +$673K | 2.1% | 10 |
|
2018
Q2 | $4.39M | Sell |
65,472
-1,941
| -3% | -$130K | 1.96% | 11 |
|
2018
Q1 | $4.7M | Buy |
67,413
+3,434
| +5% | +$239K | 2.13% | 11 |
|
2017
Q4 | $4.5M | Buy |
+63,979
| New | +$4.5M | 2.07% | 11 |
|