Avantax Advisory Services’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 | $24.5M | Sell |
274,321
-20,383
| -7% | -$1.82M | 0.13% | 116 |
|
|
2025
Q1 | $24.1M | Sell |
294,704
-42,445
| -13% | -$3.47M | 0.15% | 107 |
|
|
2024
Q4 | $25.5M | Buy |
337,149
+106,731
| +46% | +$8.07M | 0.16% | 98 |
|
|
2024
Q3 | $19.3M | Buy |
230,418
+3,968
| +2% | +$332K | 0.13% | 126 |
|
|
2024
Q2 | $17.7M | Buy |
226,450
+54,118
| +31% | +$4.24M | 0.13% | 124 |
|
|
2024
Q1 | $13.8M | Sell |
172,332
-18,631
| -10% | -$1.49M | 0.12% | 126 |
|
|
2023
Q4 | $14.4M | Buy |
190,963
+19,162
| +11% | +$1.44M | 0.14% | 115 |
|
|
2023
Q3 | $11.8M | Buy |
171,801
+4,631
| +3% | +$319K | 0.13% | 121 |
|
|
2023
Q2 | $12.1M | Buy |
167,170
+4,857
| +3% | +$352K | 0.14% | 120 |
|
|
2023
Q1 | $11.6M | Sell |
162,313
-4,149
| -2% | -$297K | 0.14% | 120 |
|
|
2022
Q4 | $10.9M | Buy |
166,462
+43,211
| +35% | +$2.84M | 0.15% | 120 |
|
|
2022
Q3 | $6.9M | Sell |
123,251
-27,690
| -18% | -$1.55M | 0.11% | 154 |
|
|
2022
Q2 | $9.43M | Buy |
150,941
+32,334
| +27% | +$2.02M | 0.14% | 113 |
|
|
2022
Q1 | $8.74M | Sell |
118,607
-85,271
| -42% | -$6.28M | 0.12% | 124 |
|
|
2021
Q4 | $16M | Buy |
203,878
+14,601
| +8% | +$1.15M | 0.24% | 64 |
|
|
2021
Q3 | $14.8M | Buy |
189,277
+9,799
| +5% | +$765K | 0.25% | 62 |
|
|
2021
Q2 | $14.2M | Buy |
179,478
+11,237
| +7% | +$886K | 0.26% | 63 |
|
|
2021
Q1 | $12.8M | Buy |
168,241
+25,501
| +18% | +$1.94M | 0.27% | 60 |
|
|
2020
Q4 | $10.4M | Sell |
142,740
-232,719
| -62% | -$17M | 0.25% | 64 |
|
|
2020
Q3 | $23.9M | Buy |
375,459
+200,271
| +114% | +$12.8M | 0.38% | 45 |
|
|
2020
Q2 | $10.7M | Sell |
175,188
-25,757
| -13% | -$1.57M | 0.31% | 55 |
|
|
2020
Q1 | $10.7M | Buy |
200,945
+7,536
| +4% | +$403K | 0.32% | 49 |
|
|
2019
Q4 | $13.4M | Buy |
193,409
+158,410
| +453% | +$11M | 0.31% | 50 |
|
|
2019
Q3 | $2.28M | Buy |
34,999
+7,160
| +26% | +$467K | 0.09% | 115 |
|
|
2019
Q2 | $1.83M | Buy |
27,839
+2,587
| +10% | +$170K | 0.08% | 129 |
|
|
2019
Q1 | $1.64M | Buy |
25,252
+15,626
| +162% | +$1.01M | 0.09% | 128 |
|
|
2018
Q4 | $565K | Buy |
+9,626
| New | +$565K | 0.1% | 203 |
|