Archvest Wealth Advisors’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 | $1.06M | Sell |
11,889
-441
| -4% | -$39.4K | 0.93% | 25 |
|
|
2025
Q1 | $1.01M | Sell |
12,330
-1,852
| -13% | -$151K | 0.83% | 27 |
|
|
2024
Q4 | $1.07M | Sell |
14,182
-571
| -4% | -$43.2K | 0.78% | 26 |
|
|
2024
Q3 | $1.23M | Sell |
14,753
-34
| -0.2% | -$2.84K | 0.78% | 26 |
|
|
2024
Q2 | $1.16M | Hold |
14,787
| – | – | 0.77% | 25 |
|
|
2024
Q1 | $1.18M | Sell |
14,787
-112
| -0.8% | -$8.91K | 0.83% | 18 |
|
|
2023
Q4 | $1.12M | Buy |
14,899
+1,942
| +15% | +$146K | 0.85% | 15 |
|
|
2023
Q3 | $893K | Buy |
12,957
+26
| +0.2% | +$1.79K | 0.73% | 22 |
|
|
2023
Q2 | $937K | Hold |
12,931
| – | – | 0.77% | 22 |
|
|
2023
Q1 | $925K | Hold |
12,931
| – | – | 0.82% | 20 |
|
|
2022
Q4 | $849K | Sell |
12,931
-529
| -4% | -$34.7K | 0.84% | 20 |
|
|
2022
Q3 | $754K | Buy |
13,460
+6,745
| +100% | +$378K | 0.77% | 21 |
|
|
2022
Q2 | $420K | Buy |
6,715
+425
| +7% | +$26.6K | 0.42% | 26 |
|
|
2022
Q1 | $463K | Hold |
6,290
| – | – | 0.42% | 27 |
|
|
2021
Q4 | $495K | Buy |
+6,290
| New | +$495K | 0.43% | 27 |
|