Ausdal Financial Partners’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 | $688K | Buy |
7,692
+4,061
| +112% | +$363K | 0.05% | 342 |
|
2025
Q1 | $297K | Sell |
3,631
-1,098
| -23% | -$89.8K | 0.02% | 497 |
|
2024
Q4 | $358K | Buy |
4,729
+30
| +0.6% | +$2.27K | 0.03% | 418 |
|
2024
Q3 | $393K | Sell |
4,699
-55
| -1% | -$4.6K | 0.04% | 353 |
|
2024
Q2 | $372K | Buy |
4,754
+1,231
| +35% | +$96.4K | 0.04% | 339 |
|
2024
Q1 | $281K | Hold |
3,523
| – | – | 0.03% | 380 |
|
2023
Q4 | $265K | Buy |
3,523
+355
| +11% | +$26.8K | 0.03% | 365 |
|
2023
Q3 | $218K | Buy |
3,168
+214
| +7% | +$14.7K | 0.03% | 388 |
|
2023
Q2 | $214K | Sell |
2,954
-64
| -2% | -$4.64K | 0.03% | 389 |
|
2023
Q1 | $216K | Buy |
+3,018
| New | +$216K | 0.03% | 405 |
|
2022
Q2 | – | Sell |
-2,936
| Closed | -$216K | – | 468 |
|
2022
Q1 | $216K | Buy |
2,936
+5
| +0.2% | +$368 | 0.03% | 431 |
|
2021
Q4 | $231K | Buy |
2,931
+38
| +1% | +$3K | 0.03% | 425 |
|
2021
Q3 | $226K | Hold |
2,893
| – | – | 0.03% | 412 |
|
2021
Q2 | $228K | Buy |
2,893
+29
| +1% | +$2.29K | 0.03% | 404 |
|
2021
Q1 | $217K | Hold |
2,864
| – | – | 0.04% | 404 |
|
2020
Q4 | $209K | Buy |
+2,864
| New | +$209K | 0.04% | 380 |
|
2020
Q1 | – | Sell |
-19,587
| Closed | -$1.35M | – | 306 |
|
2019
Q4 | $1.35M | Buy |
19,587
+12,602
| +180% | +$866K | 0.4% | 69 |
|
2019
Q3 | $455K | Sell |
6,985
-158
| -2% | -$10.3K | 0.16% | 169 |
|
2019
Q2 | $463K | Buy |
7,143
+142
| +2% | +$9.2K | 0.18% | 154 |
|
2019
Q1 | $454K | Sell |
7,001
-300
| -4% | -$19.5K | 0.18% | 144 |
|
2018
Q4 | $429K | Sell |
7,301
-6,543
| -47% | -$384K | 0.21% | 125 |
|
2018
Q3 | $941K | Sell |
13,844
-19,920
| -59% | -$1.35M | 0.27% | 110 |
|
2018
Q2 | $2.26M | Buy |
33,764
+25,027
| +286% | +$1.68M | 0.7% | 21 |
|
2018
Q1 | $609K | Sell |
8,737
-14,395
| -62% | -$1M | 0.21% | 144 |
|
2017
Q4 | $1.63M | Sell |
23,132
-2,665
| -10% | -$187K | 0.58% | 36 |
|
2017
Q3 | $1.77M | Buy |
25,797
+3,820
| +17% | +$262K | 0.7% | 28 |
|
2017
Q2 | $1.43M | Buy |
21,977
+13,917
| +173% | +$907K | 0.61% | 37 |
|
2017
Q1 | $502K | Sell |
8,060
-98
| -1% | -$6.1K | 0.23% | 113 |
|
2016
Q4 | $471K | Buy |
8,158
+77
| +1% | +$4.45K | 0.22% | 117 |
|
2016
Q3 | $478K | Buy |
8,081
+265
| +3% | +$15.7K | 0.24% | 115 |
|
2016
Q2 | $436K | Sell |
7,816
-1,721
| -18% | -$96K | 0.22% | 119 |
|
2016
Q1 | $545K | Sell |
9,537
-200
| -2% | -$11.4K | 0.31% | 87 |
|
2015
Q4 | $572K | Buy |
+9,737
| New | +$572K | 0.29% | 81 |
|