BWA
BlueSky Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,543
| Closed | -$780K | – | 72 |
|
|
2025
Q1 | $780K | Sell |
9,543
-224
| -2% | -$18.3K | 0.12% | 45 |
|
|
2024
Q4 | $739K | Buy |
9,767
+42
| +0.4% | +$3.18K | 0.12% | 47 |
|
|
2024
Q3 | $813K | Sell |
9,725
-289
| -3% | -$24.2K | 0.13% | 44 |
|
|
2024
Q2 | $784K | Sell |
10,014
-13
| -0.1% | -$1.02K | 0.13% | 46 |
|
|
2024
Q1 | $801K | Buy |
10,027
+3
| +0% | +$240 | 0.63% | 20 |
|
|
2023
Q4 | $755K | Sell |
10,024
-351
| -3% | -$26.4K | 0.14% | 42 |
|
|
2023
Q3 | $715K | Sell |
10,375
-252
| -2% | -$17.4K | 0.15% | 43 |
|
|
2023
Q2 | $770K | Sell |
10,627
-39
| -0.4% | -$2.83K | 0.15% | 41 |
|
|
2023
Q1 | $763K | Sell |
10,666
-425
| -4% | -$30.4K | 0.16% | 40 |
|
|
2022
Q4 | $728K | Sell |
11,091
-325
| -3% | -$21.3K | 0.16% | 38 |
|
|
2022
Q3 | $639K | Buy |
11,416
+33
| +0.3% | +$1.85K | 0.15% | 39 |
|
|
2022
Q2 | $711K | Sell |
11,383
-3,895
| -25% | -$243K | 0.16% | 39 |
|
|
2022
Q1 | $1.12M | Sell |
15,278
-658
| -4% | -$48.4K | 0.22% | 37 |
|
|
2021
Q4 | $1.25M | Sell |
15,936
-184
| -1% | -$14.5K | 0.23% | 32 |
|
|
2021
Q3 | $1.26M | Hold |
16,120
| – | – | 0.25% | 30 |
|
|
2021
Q2 | $1.28M | Buy |
16,120
+13,383
| +489% | +$1.06M | 0.25% | 30 |
|
|
2021
Q1 | $212K | Sell |
2,737
-1,159
| -30% | -$89.8K | 0.05% | 58 |
|
|
2020
Q4 | $284K | Buy |
3,896
+37
| +1% | +$2.7K | 0.07% | 43 |
|
|
2020
Q3 | $252K | Sell |
3,859
-501
| -11% | -$32.7K | 0.07% | 45 |
|
|
2020
Q2 | $265K | Buy |
+4,360
| New | +$265K | 0.08% | 45 |
|
|
2020
Q1 | – | Sell |
-2,980
| Closed | -$208K | – | 52 |
|
|
2019
Q4 | $208K | Buy |
+2,980
| New | +$208K | 0.07% | 61 |
|
|
2018
Q2 | – | Sell |
-4,909
| Closed | -$342K | – | 56 |
|
|
2018
Q1 | $342K | Sell |
4,909
-13
| -0.3% | -$906 | 0.13% | 46 |
|
|
2017
Q4 | $346K | Hold |
4,922
| – | – | 0.14% | 45 |
|
|
2017
Q3 | $337K | Buy |
4,922
+300
| +6% | +$20.5K | 0.15% | 45 |
|
|
2017
Q2 | $301K | Sell |
4,622
-1,050
| -19% | -$68.4K | 0.14% | 47 |
|
|
2017
Q1 | $353K | Hold |
5,672
| – | – | 0.17% | 43 |
|
|
2016
Q4 | $327K | Buy |
+5,672
| New | +$327K | 0.16% | 47 |
|