Blue Chip Partners’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 | $296K | Buy |
3,315
+218
| +7% | +$19.5K | 0.02% | 137 |
|
|
2025
Q1 | $253K | Buy |
+3,097
| New | +$253K | 0.02% | 143 |
|
|
2024
Q4 | – | Sell |
-2,467
| Closed | -$206K | – | 167 |
|
|
2024
Q3 | $206K | Hold |
2,467
| – | – | 0.02% | 140 |
|
|
2024
Q2 | $193K | Buy |
2,467
+43
| +2% | +$3.37K | 0.02% | 137 |
|
|
2024
Q1 | $194K | Hold |
2,424
| – | – | 0.02% | 134 |
|
|
2023
Q4 | $183K | Buy |
2,424
+169
| +7% | +$12.7K | 0.02% | 142 |
|
|
2023
Q3 | $155K | Buy |
2,255
+12
| +0.5% | +$827 | 0.02% | 149 |
|
|
2023
Q2 | $163K | Buy |
2,243
+40
| +2% | +$2.9K | 0.02% | 160 |
|
|
2023
Q1 | $158K | Sell |
2,203
-843
| -28% | -$60.3K | 0.02% | 152 |
|
|
2022
Q4 | $200K | Sell |
3,046
-14,196
| -82% | -$932K | 0.02% | 133 |
|
|
2022
Q3 | $966K | Buy |
17,242
+3,130
| +22% | +$175K | 0.13% | 67 |
|
|
2022
Q2 | $882K | Sell |
14,112
-8,721
| -38% | -$545K | 0.11% | 75 |
|
|
2022
Q1 | $1.68M | Buy |
+22,833
| New | +$1.68M | 0.21% | 61 |
|
|
2020
Q1 | – | Sell |
-31,853
| Closed | -$2.21M | – | 138 |
|
|
2019
Q4 | $2.21M | Buy |
31,853
+423
| +1% | +$29.4K | 0.42% | 51 |
|
|
2019
Q3 | $2.05M | Sell |
31,430
-178
| -0.6% | -$11.6K | 0.43% | 53 |
|
|
2019
Q2 | $2.08M | Buy |
31,608
+374
| +1% | +$24.6K | 0.47% | 53 |
|
|
2019
Q1 | $2.03M | Sell |
31,234
-1
| -0% | -$65 | 0.48% | 52 |
|
|
2018
Q4 | $1.84M | Buy |
31,235
+1,944
| +7% | +$114K | 0.46% | 56 |
|
|
2018
Q3 | $1.99M | Hold |
29,291
| – | – | 0.49% | 51 |
|
|
2018
Q2 | $1.96M | Buy |
29,291
+368
| +1% | +$24.7K | 0.52% | 51 |
|
|
2018
Q1 | $2.02M | Sell |
28,923
-1,666
| -5% | -$116K | 0.56% | 52 |
|
|
2017
Q4 | $2.15M | Buy |
30,589
+362
| +1% | +$25.5K | 0.64% | 49 |
|
|
2017
Q3 | $2.07M | Buy |
30,227
+495
| +2% | +$33.9K | 0.67% | 50 |
|
|
2017
Q2 | $1.94M | Sell |
29,732
-349
| -1% | -$22.8K | 0.68% | 54 |
|
|
2017
Q1 | $1.87M | Buy |
30,081
+2,280
| +8% | +$142K | 0.71% | 52 |
|
|
2016
Q4 | $1.61M | Buy |
+27,801
| New | +$1.61M | 0.63% | 52 |
|