AllSquare Wealth Management’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 | $35.3K | Hold |
395
| – | – | 0.02% | 261 |
|
|
2025
Q1 | $32.3K | Hold |
395
| – | – | 0.02% | 259 |
|
|
2024
Q4 | $29.9K | Buy |
395
+190
| +93% | +$14.4K | 0.02% | 265 |
|
|
2024
Q3 | $17.1K | Hold |
205
| – | – | 0.01% | 327 |
|
|
2024
Q2 | $16.1K | Hold |
205
| – | – | 0.01% | 326 |
|
|
2024
Q1 | $16.4K | Hold |
205
| – | – | 0.01% | 332 |
|
|
2023
Q4 | $15.4K | Hold |
205
| – | – | 0.01% | 326 |
|
|
2023
Q3 | $14.1K | Hold |
205
| – | – | 0.01% | 335 |
|
|
2023
Q2 | $14.6K | Buy |
205
+54
| +36% | +$3.86K | 0.01% | 336 |
|
|
2023
Q1 | $10.8K | Hold |
151
| – | – | 0.01% | 363 |
|
|
2022
Q4 | $9.91K | Hold |
151
| – | – | 0.01% | 364 |
|
|
2022
Q3 | $8K | Hold |
151
| – | – | 0.01% | 376 |
|
|
2022
Q2 | $9K | Hold |
151
| – | – | 0.01% | 377 |
|
|
2022
Q1 | $11K | Hold |
151
| – | – | 0.01% | 369 |
|
|
2021
Q4 | $12K | Hold |
151
| – | – | 0.01% | 370 |
|
|
2021
Q3 | $12K | Hold |
151
| – | – | 0.01% | 353 |
|
|
2021
Q2 | $12K | Hold |
151
| – | – | 0.01% | 368 |
|
|
2021
Q1 | $11K | Hold |
151
| – | – | 0.01% | 367 |
|
|
2020
Q4 | $11K | Hold |
151
| – | – | 0.01% | 338 |
|
|
2020
Q3 | $10K | Hold |
151
| – | – | 0.01% | 332 |
|
|
2020
Q2 | $9K | Hold |
151
| – | – | 0.01% | 348 |
|
|
2020
Q1 | $8K | Hold |
151
| – | – | 0.01% | 327 |
|
|
2019
Q4 | $10K | Sell |
151
-190
| -56% | -$12.6K | 0.01% | 325 |
|
|
2019
Q3 | $22K | Buy |
341
+190
| +126% | +$12.3K | 0.02% | 250 |
|
|
2019
Q2 | $10K | Sell |
151
-940
| -86% | -$62.3K | 0.01% | 333 |
|
|
2019
Q1 | $71K | Hold |
1,091
| – | – | 0.05% | 150 |
|
|
2018
Q4 | $64K | Hold |
1,091
| – | – | 0.05% | 145 |
|
|
2018
Q3 | $74K | Hold |
1,091
| – | – | 0.06% | 141 |
|
|
2018
Q2 | $73K | Buy |
+1,091
| New | +$73K | 0.06% | 139 |
|