Arkadios 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 | $4.11M | Buy |
46,018
+11,107
| +32% | +$993K | 0.12% | 187 |
|
|
2025
Q1 | $2.85M | Buy |
34,911
+3,804
| +12% | +$311K | 0.11% | 218 |
|
|
2024
Q4 | $2.35M | Sell |
31,107
-4,470
| -13% | -$338K | 0.13% | 151 |
|
|
2024
Q3 | $2.98M | Buy |
35,577
+1,503
| +4% | +$126K | 0.17% | 127 |
|
|
2024
Q2 | $2.67M | Buy |
34,074
+19,947
| +141% | +$1.56M | 0.18% | 122 |
|
|
2024
Q1 | $1.13M | Sell |
14,127
-529
| -4% | -$42.2K | 0.09% | 221 |
|
|
2023
Q4 | $1.1M | Sell |
14,656
-1,956
| -12% | -$147K | 0.09% | 203 |
|
|
2023
Q3 | $1.14M | Buy |
16,612
+2,147
| +15% | +$148K | 0.11% | 190 |
|
|
2023
Q2 | $1.05M | Buy |
14,465
+3,887
| +37% | +$282K | 0.12% | 176 |
|
|
2023
Q1 | $757K | Sell |
10,578
-765
| -7% | -$54.7K | 0.09% | 230 |
|
|
2022
Q4 | $745K | Buy |
11,343
+1,899
| +20% | +$125K | 0.1% | 213 |
|
|
2022
Q3 | $529K | Buy |
9,444
+1,315
| +16% | +$73.7K | 0.08% | 260 |
|
|
2022
Q2 | $508K | Sell |
8,129
-1,385
| -15% | -$86.6K | 0.08% | 275 |
|
|
2022
Q1 | $700K | Sell |
9,514
-741
| -7% | -$54.5K | 0.09% | 244 |
|
|
2021
Q4 | $807K | Buy |
10,255
+497
| +5% | +$39.1K | 0.11% | 214 |
|
|
2021
Q3 | $761K | Sell |
9,758
-469
| -5% | -$36.6K | 0.11% | 211 |
|
|
2021
Q2 | $806K | Buy |
10,227
+20
| +0.2% | +$1.58K | 0.1% | 240 |
|
|
2021
Q1 | $774K | Buy |
10,207
+1,880
| +23% | +$143K | 0.13% | 187 |
|
|
2020
Q4 | $607K | Buy |
8,327
+901
| +12% | +$65.7K | 0.13% | 169 |
|
|
2020
Q3 | $481K | Buy |
7,426
+970
| +15% | +$62.8K | 0.24% | 95 |
|
|
2020
Q2 | $406K | Buy |
6,456
+139
| +2% | +$8.74K | 0.23% | 108 |
|
|
2020
Q1 | $338K | Sell |
6,317
-681
| -10% | -$36.4K | 0.22% | 110 |
|
|
2019
Q4 | $485K | Buy |
+6,998
| New | +$485K | 0.29% | 84 |
|