AFS
Axiom Financial Strategies’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Hold |
24,422
| – | – | 1.22% | 18 |
|
|
2025
Q1 | $2M | Sell |
24,422
-357
| -1% | -$29.2K | 1.18% | 18 |
|
|
2024
Q4 | $1.87M | Hold |
24,779
| – | – | 1.05% | 20 |
|
|
2024
Q3 | $2.07M | Buy |
24,779
+107
| +0.4% | +$8.95K | 1.09% | 21 |
|
|
2024
Q2 | $1.93M | Hold |
24,672
| – | – | 1.26% | 21 |
|
|
2024
Q1 | $1.97M | Buy |
24,672
+276
| +1% | +$22K | 1.25% | 21 |
|
|
2023
Q4 | $1.84M | Hold |
24,396
| – | – | 1.19% | 21 |
|
|
2023
Q3 | $1.68M | Buy |
24,396
+5,705
| +31% | +$393K | 1.13% | 22 |
|
|
2023
Q2 | $1.36M | Buy |
18,691
+7,994
| +75% | +$580K | 0.78% | 22 |
|
|
2023
Q1 | $765K | Hold |
10,697
| – | – | 0.43% | 27 |
|
|
2022
Q4 | $702K | Sell |
10,697
-1,683
| -14% | -$110K | 0.44% | 28 |
|
|
2022
Q3 | $693K | Buy |
12,380
+245
| +2% | +$13.7K | 0.37% | 37 |
|
|
2022
Q2 | $758K | Buy |
12,135
+294
| +2% | +$18.4K | 0.4% | 34 |
|
|
2022
Q1 | $808K | Buy |
11,841
+4,959
| +72% | +$338K | 0.41% | 34 |
|
|
2021
Q4 | $541K | Sell |
6,882
-3,761
| -35% | -$296K | 0.25% | 41 |
|
|
2021
Q3 | $830K | Buy |
10,643
+2,207
| +26% | +$172K | 0.39% | 35 |
|
|
2021
Q2 | $665K | Sell |
8,436
-123
| -1% | -$9.7K | 0.31% | 35 |
|
|
2021
Q1 | $649K | Sell |
8,559
-3,671
| -30% | -$278K | 0.32% | 35 |
|
|
2020
Q4 | $778K | Hold |
12,230
| – | – | 0.47% | 33 |
|
|
2020
Q3 | $778K | Sell |
12,230
-214
| -2% | -$13.6K | 0.47% | 33 |
|
|
2020
Q2 | $757K | Sell |
12,444
-35
| -0.3% | -$2.13K | 0.49% | 31 |
|
|
2020
Q1 | $667K | Buy |
+12,479
| New | +$667K | 0.54% | 31 |
|