Avantax Planning 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 | $1.32M | Sell |
14,781
-7
| -0% | -$626 | 0.04% | 169 |
|
|
2025
Q1 | $1.21M | Hold |
14,788
| – | – | 0.04% | 169 |
|
|
2024
Q4 | $1.12M | Sell |
14,788
-169
| -1% | -$12.8K | 0.04% | 176 |
|
|
2024
Q3 | $1.25M | Sell |
14,957
-2,250
| -13% | -$188K | 0.04% | 162 |
|
|
2024
Q2 | $1.35M | Buy |
17,207
+8
| +0% | +$627 | 0.04% | 178 |
|
|
2024
Q1 | $1.37M | Sell |
17,199
-4,849
| -22% | -$387K | 0.04% | 181 |
|
|
2023
Q4 | $1.66M | Buy |
22,048
+3,422
| +18% | +$258K | 0.06% | 126 |
|
|
2023
Q3 | $1.28M | Sell |
18,626
-2,084
| -10% | -$144K | 0.05% | 146 |
|
|
2023
Q2 | $1.5M | Buy |
20,710
+2,170
| +12% | +$157K | 0.06% | 133 |
|
|
2023
Q1 | $1.33M | Buy |
18,540
+72
| +0.4% | +$5.15K | 0.05% | 141 |
|
|
2022
Q4 | $1.21M | Buy |
18,468
+2
| +0% | +$131 | 0.05% | 143 |
|
|
2022
Q3 | $1.03M | Sell |
18,466
-15,467
| -46% | -$866K | 0.05% | 146 |
|
|
2022
Q2 | $2.12M | Buy |
33,933
+1,984
| +6% | +$124K | 0.09% | 95 |
|
|
2022
Q1 | $2.35M | Sell |
31,949
-1,499
| -4% | -$110K | 0.09% | 93 |
|
|
2021
Q4 | $2.63M | Buy |
33,448
+14,339
| +75% | +$1.13M | 0.11% | 84 |
|
|
2021
Q3 | $1.49M | Sell |
19,109
-860
| -4% | -$67.1K | 0.07% | 108 |
|
|
2021
Q2 | $1.58M | Buy |
19,969
+5
| +0% | +$394 | 0.07% | 103 |
|
|
2021
Q1 | $1.52M | Buy |
19,964
+13,721
| +220% | +$1.04M | 0.08% | 106 |
|
|
2020
Q4 | $455K | Sell |
6,243
-5,175
| -45% | -$377K | 0.02% | 189 |
|
|
2020
Q3 | $727K | Sell |
11,418
-185
| -2% | -$11.8K | 0.04% | 148 |
|
|
2020
Q2 | $706K | Sell |
11,603
-365
| -3% | -$22.2K | 0.04% | 145 |
|
|
2020
Q1 | $640K | Sell |
11,968
-929
| -7% | -$49.7K | 0.04% | 134 |
|
|
2019
Q4 | $896K | Sell |
12,897
-2,698
| -17% | -$187K | 0.05% | 119 |
|
|
2019
Q3 | $1.02M | Buy |
15,595
+619
| +4% | +$40.4K | 0.06% | 106 |
|
|
2019
Q2 | $985K | Sell |
14,976
-2,080
| -12% | -$137K | 0.06% | 106 |
|
|
2019
Q1 | $1.11M | Sell |
17,056
-1,047
| -6% | -$67.9K | 0.08% | 96 |
|
|
2018
Q4 | $1.06M | Buy |
18,103
+374
| +2% | +$22K | 0.08% | 91 |
|
|
2018
Q3 | $1.21M | Buy |
17,729
+1,725
| +11% | +$117K | 0.1% | 73 |
|
|
2018
Q2 | $1.07M | Sell |
16,004
-5,193
| -24% | -$348K | 0.1% | 76 |
|
|
2018
Q1 | $1.48M | Buy |
21,197
+24
| +0.1% | +$1.67K | 0.13% | 67 |
|
|
2017
Q4 | $1.49M | Sell |
21,173
-9,357
| -31% | -$658K | 0.14% | 63 |
|
|
2017
Q3 | $2.09M | Buy |
30,530
+3,242
| +12% | +$222K | 0.16% | 63 |
|
|
2017
Q2 | $1.78M | Buy |
27,288
+2,283
| +9% | +$149K | 0.15% | 67 |
|
|
2017
Q1 | $1.56M | Sell |
25,005
-1,729
| -6% | -$108K | 0.14% | 66 |
|
|
2016
Q4 | $1.54M | Buy |
+26,734
| New | +$1.54M | 0.16% | 60 |
|