BFC
Bedel Financial Consulting’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
24,936
+131
| +0.5% | +$11.7K | 0.3% | 43 |
|
|
2025
Q1 | $2.14M | Buy |
24,805
+24
| +0.1% | +$2.07K | 0.31% | 43 |
|
|
2024
Q4 | $1.98M | Buy |
24,781
+2,825
| +13% | +$226K | 0.28% | 49 |
|
|
2024
Q3 | $1.84M | Buy |
21,956
+1,088
| +5% | +$91K | 0.26% | 49 |
|
|
2024
Q2 | $1.63M | Buy |
20,868
+447
| +2% | +$35K | 0.24% | 50 |
|
|
2024
Q1 | $1.63M | Buy |
20,421
+488
| +2% | +$39K | 0.26% | 48 |
|
|
2023
Q4 | $1.5M | Buy |
19,933
+772
| +4% | +$58.2K | 0.28% | 51 |
|
|
2023
Q3 | $1.32M | Buy |
19,161
+432
| +2% | +$29.8K | 0.27% | 53 |
|
|
2023
Q2 | $1.36M | Buy |
18,729
+196
| +1% | +$14.2K | 0.28% | 52 |
|
|
2023
Q1 | $1.33M | Buy |
18,533
+537
| +3% | +$38.4K | 0.32% | 47 |
|
|
2022
Q4 | $1.18M | Buy |
17,996
+1,231
| +7% | +$80.8K | 0.29% | 54 |
|
|
2022
Q3 | $1.02M | Buy |
16,765
+4,464
| +36% | +$272K | 0.27% | 53 |
|
|
2022
Q2 | $769K | Buy |
12,301
+7,108
| +137% | +$444K | 0.23% | 60 |
|
|
2022
Q1 | $382K | Buy |
5,193
+1
| +0% | +$74 | 0.12% | 122 |
|
|
2021
Q4 | $408K | Sell |
5,192
-414
| -7% | -$32.5K | 0.13% | 119 |
|
|
2021
Q3 | $437K | Buy |
5,606
+245
| +5% | +$19.1K | 0.15% | 103 |
|
|
2021
Q2 | $423K | Buy |
5,361
+1,468
| +38% | +$116K | 0.15% | 106 |
|
|
2021
Q1 | $295K | Sell |
3,893
-72
| -2% | -$5.46K | 0.11% | 136 |
|
|
2020
Q4 | $289K | Buy |
3,965
+518
| +15% | +$37.8K | 0.13% | 113 |
|
|
2020
Q3 | $219K | Buy |
3,447
+165
| +5% | +$10.5K | 0.11% | 129 |
|
|
2020
Q2 | $200K | Buy |
3,282
+2
| +0.1% | +$122 | 0.11% | 131 |
|
|
2020
Q1 | $175K | Buy |
3,280
+453
| +16% | +$24.2K | 0.12% | 134 |
|
|
2019
Q4 | $196K | Buy |
2,827
+86
| +3% | +$5.96K | 0.11% | 144 |
|
|
2019
Q3 | $179K | Hold |
2,741
| – | – | 0.11% | 149 |
|
|
2019
Q2 | $180K | Hold |
2,741
| – | – | 0.11% | 148 |
|
|
2019
Q1 | $178K | Sell |
2,741
-107
| -4% | -$6.95K | 0.11% | 140 |
|
|
2018
Q4 | $167K | Buy |
2,848
+107
| +4% | +$6.27K | 0.12% | 137 |
|
|
2018
Q3 | $177K | Sell |
2,741
-1,460
| -35% | -$94.3K | 0.12% | 148 |
|
|
2018
Q2 | $281K | Hold |
4,201
| – | – | 0.21% | 105 |
|
|
2018
Q1 | $293K | Sell |
4,201
-569
| -12% | -$39.7K | 0.22% | 98 |
|
|
2017
Q4 | $335K | Buy |
+4,770
| New | +$335K | 0.3% | 78 |
|