Beaumont Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $990K | Sell |
10,195
-2,317
| -19% | -$232K | 0.07% | 163 |
|
|
2025
Q4 | $1.2M | Sell |
12,512
-1,270
| -9% | -$120K | 0.08% | 147 |
|
|
2025
Q3 | $1.29M | Hold |
13,782
| – | – | 0.09% | 137 |
|
|
2025
Q2 | $1.23M | Hold |
13,782
| – | – | 0.09% | 129 |
|
|
2025
Q1 | $1.13M | Buy |
13,782
+245
| +2% | +$19.7K | 0.09% | 133 |
|
|
2024
Q4 | $1.02M | Sell |
13,537
-90
| -0.7% | -$7.13K | 0.08% | 147 |
|
|
2024
Q3 | $1.14M | Buy |
13,627
+73
| +0.5% | +$5.87K | 0.09% | 131 |
|
|
2024
Q2 | $1.06M | Sell |
13,554
-1,029
| -7% | -$81.5K | 0.08% | 139 |
|
|
2024
Q1 | $1.16M | Sell |
14,583
-4
| -0% | -$306 | 0.1% | 131 |
|
|
2023
Q4 | $1.1M | Sell |
14,587
-1,181
| -7% | -$83.5K | 0.1% | 131 |
|
|
2023
Q3 | $1.09M | Sell |
15,768
-625
| -4% | -$44.8K | 0.11% | 117 |
|
|
2023
Q2 | $1.19M | Buy |
16,393
+920
| +6% | +$66.8K | 0.11% | 117 |
|
|
2023
Q1 | $1.11M | Hold |
15,473
| – | – | 0.11% | 108 |
|
|
2022
Q4 | $1.02M | Sell |
15,473
-666
| -4% | -$41.7K | 0.1% | 120 |
|
|
2022
Q3 | $904K | Sell |
16,139
-1,021
| -6% | -$63.6K | 0.09% | 124 |
|
|
2022
Q2 | $1.07M | Sell |
17,160
-520
| -3% | -$35.4K | 0.1% | 117 |
|
|
2022
Q1 | $1.3M | Sell |
17,680
-2,622
| -13% | -$196K | 0.1% | 135 |
|
|
2021
Q4 | $1.6M | Buy |
20,302
+3,343
| +20% | +$265K | 0.12% | 117 |
|
|
2021
Q3 | $1.32M | Buy |
16,959
+269
| +2% | +$21.5K | 0.1% | 120 |
|
|
2021
Q2 | $1.32M | Buy |
16,690
+1,300
| +8% | +$103K | 0.1% | 121 |
|
|
2021
Q1 | $1.17M | Sell |
15,390
-871
| -5% | -$65.6K | 0.1% | 131 |
|
|
2020
Q4 | $1.19M | Sell |
16,261
-25,671
| -61% | -$1.76M | 0.11% | 126 |
|
|
2020
Q3 | $2.67M | Sell |
41,932
-2,759
| -6% | -$177K | 0.25% | 85 |
|
|
2020
Q2 | $2.72M | Buy |
44,691
+16,606
| +59% | +$960K | 0.28% | 75 |
|
|
2020
Q1 | $1.5M | Buy |
28,085
+11,569
| +70% | +$734K | 0.19% | 86 |
|
|
2019
Q4 | $1.15M | Buy |
16,516
+7,794
| +89% | +$526K | 0.11% | 122 |
|
|
2019
Q3 | $569K | Buy |
8,722
+2,181
| +33% | +$141K | 0.06% | 157 |
|
|
2019
Q2 | $430K | Buy |
6,541
+1,570
| +32% | +$103K | 0.04% | 162 |
|
|
2019
Q1 | $322K | Sell |
4,971
-1,071
| -18% | -$67.5K | 0.03% | 179 |
|
|
2018
Q4 | $355K | Buy |
6,042
+9
| +0.1% | +$562 | 0.06% | 147 |
|
|
2018
Q3 | $410K | Sell |
6,033
-505
| -8% | -$34.1K | 0.04% | 164 |
|
|
2018
Q2 | $438K | Sell |
6,538
-1,180
| -15% | -$82.7K | 0.05% | 141 |
|
|
2018
Q1 | $538K | Sell |
7,718
-3,351
| -30% | -$239K | 0.06% | 131 |
|
|
2017
Q4 | $778K | Buy |
11,069
+1,945
| +21% | +$135K | 0.09% | 103 |
|
|
2017
Q3 | $625K | Sell |
9,124
-2,967
| -25% | -$198K | 0.08% | 107 |
|
|
2017
Q2 | $788K | Sell |
12,091
-816
| -6% | -$52.8K | 0.1% | 98 |
|
|
2017
Q1 | $804K | Sell |
12,907
-1,513
| -10% | -$91.5K | 0.11% | 98 |
|
|
2016
Q4 | $832K | Buy |
+14,420
| New | +$832K | 0.13% | 88 |
|
|
2014
Q4 | – | Sell |
-3,263
| Closed | -$209K | – | 149 |
|
|
2014
Q3 | $209K | Sell |
3,263
-349,572
| -99% | -$23.3M | 0.01% | 152 |
|
|
2014
Q2 | $24.1M | Buy |
+352,835
| New | +$24.2M | 1.71% | 24 |
|
|
2013
Q3 | – | Sell |
-8,563
| Closed | -$491K | – | 154 |
|
|
2013
Q2 | $491K | Buy |
+8,563
| New | +$518K | 0.05% | 109 |
|
Other funds holding EFA
NMIMC
