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Bellwether Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,401
| Closed | -$333K | – | 518 |
|
|
2024
Q4 | $333K | Hold |
4,401
| – | – | 0.06% | 101 |
|
|
2024
Q3 | $368K | Buy |
4,401
+83
| +2% | +$6.94K | 0.07% | 93 |
|
|
2024
Q2 | $338K | Sell |
4,318
-240
| -5% | -$18.8K | 0.07% | 97 |
|
|
2024
Q1 | $364K | Sell |
4,558
-87
| -2% | -$6.95K | 0.08% | 99 |
|
|
2023
Q4 | $350K | Sell |
4,645
-56
| -1% | -$4.22K | 0.09% | 98 |
|
|
2023
Q3 | $324K | Sell |
4,701
-65
| -1% | -$4.48K | 0.09% | 99 |
|
|
2023
Q2 | $346K | Buy |
4,766
+290
| +6% | +$21K | 0.1% | 72 |
|
|
2023
Q1 | $320K | Sell |
4,476
-2,666
| -37% | -$191K | 0.09% | 109 |
|
|
2022
Q4 | $469K | Buy |
7,142
+3,103
| +77% | +$204K | 0.14% | 96 |
|
|
2022
Q3 | $226K | Buy |
4,039
+222
| +6% | +$12.4K | 0.07% | 100 |
|
|
2022
Q2 | $238K | Buy |
3,817
+124
| +3% | +$7.73K | 0.08% | 108 |
|
|
2022
Q1 | $271K | Buy |
3,693
+269
| +8% | +$19.7K | 0.08% | 126 |
|
|
2021
Q4 | $269K | Hold |
3,424
| – | – | 0.08% | 114 |
|
|
2021
Q3 | $268K | Sell |
3,424
-309
| -8% | -$24.2K | 0.09% | 134 |
|
|
2021
Q2 | $294K | Buy |
3,733
+358
| +11% | +$28.2K | 0.1% | 113 |
|
|
2021
Q1 | $256K | Buy |
3,375
+415
| +14% | +$31.5K | 0.1% | 103 |
|
|
2020
Q4 | $215K | Buy |
+2,960
| New | +$215K | 0.09% | 104 |
|