Ashford 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 | $3.27M | Hold |
36,539
| – | – | 0.76% | 8 |
|
|
2025
Q1 | $2.99M | Buy |
36,539
+67
| +0.2% | +$5.48K | 0.75% | 8 |
|
|
2024
Q4 | $2.76M | Sell |
36,472
-62
| -0.2% | -$4.69K | 0.64% | 8 |
|
|
2024
Q3 | $3.06M | Hold |
36,534
| – | – | 0.71% | 8 |
|
|
2024
Q2 | $2.86M | Hold |
36,534
| – | – | 0.7% | 8 |
|
|
2024
Q1 | $2.92M | Sell |
36,534
-1,927
| -5% | -$154K | 0.74% | 8 |
|
|
2023
Q4 | $2.9M | Buy |
38,461
+2,540
| +7% | +$191K | 0.8% | 9 |
|
|
2023
Q3 | $2.48M | Sell |
35,921
-10,092
| -22% | -$696K | 0.78% | 8 |
|
|
2023
Q2 | $3.34M | Hold |
46,013
| – | – | 1% | 7 |
|
|
2023
Q1 | $3.29M | Hold |
46,013
| – | – | 1.07% | 7 |
|
|
2022
Q4 | $3.02M | Sell |
46,013
-7,215
| -14% | -$474K | 1.04% | 7 |
|
|
2022
Q3 | $2.98M | Hold |
53,228
| – | – | 1.11% | 7 |
|
|
2022
Q2 | $3.33M | Buy |
+53,228
| New | +$3.33M | 1.16% | 7 |
|