Avidian Wealth Enterprises’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 | $6.71M | Buy |
75,061
+774
| +1% | +$69.2K | 0.27% | 61 |
|
|
2025
Q1 | $6.07M | Sell |
74,287
-16,809
| -18% | -$1.37M | 0.27% | 61 |
|
|
2024
Q4 | $6.89M | Sell |
91,096
-1,364
| -1% | -$103K | 0.31% | 55 |
|
|
2024
Q3 | $7.73M | Buy |
92,460
+182
| +0.2% | +$15.2K | 0.35% | 52 |
|
|
2024
Q2 | $7.23M | Buy |
92,278
+17,917
| +24% | +$1.4M | 0.3% | 49 |
|
|
2024
Q1 | $5.94M | Sell |
74,361
-2,757
| -4% | -$220K | 0.29% | 54 |
|
|
2023
Q4 | $5.81M | Sell |
77,118
-5,698
| -7% | -$429K | 0.36% | 54 |
|
|
2023
Q3 | $5.71M | Buy |
82,816
+4,058
| +5% | +$280K | 0.4% | 51 |
|
|
2023
Q2 | $5.71M | Buy |
78,758
+17,898
| +29% | +$1.3M | 0.37% | 59 |
|
|
2023
Q1 | $4.35M | Buy |
60,860
+52,755
| +651% | +$3.77M | 0.24% | 81 |
|
|
2022
Q4 | $532K | Sell |
8,105
-293
| -3% | -$19.2K | 0.03% | 266 |
|
|
2022
Q3 | $470K | Sell |
8,398
-2,641
| -24% | -$148K | 0.03% | 246 |
|
|
2022
Q2 | $690K | Sell |
11,039
-1,388
| -11% | -$86.8K | 0.05% | 217 |
|
|
2022
Q1 | $915K | Sell |
12,427
-1,207
| -9% | -$88.9K | 0.06% | 201 |
|
|
2021
Q4 | $1.07M | Buy |
+13,634
| New | +$1.07M | 0.07% | 174 |
|
|
2020
Q4 | – | Sell |
-5,676
| Closed | -$361K | – | 319 |
|
|
2020
Q3 | $361K | Sell |
5,676
-246
| -4% | -$15.6K | 0.04% | 195 |
|
|
2020
Q2 | $360K | Buy |
5,922
+764
| +15% | +$46.4K | 0.05% | 164 |
|
|
2020
Q1 | $276K | Sell |
5,158
-7,234
| -58% | -$387K | 0.04% | 148 |
|
|
2019
Q4 | $861K | Sell |
12,392
-120
| -1% | -$8.34K | 0.12% | 72 |
|
|
2019
Q3 | $816K | Buy |
+12,512
| New | +$816K | 0.13% | 66 |
|