Bordeaux Wealth Advisors’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 | $2.55M | Sell |
28,478
-459
| -2% | -$41K | 0.33% | 35 |
|
|
2025
Q1 | $2.37M | Hold |
28,937
| – | – | 0.44% | 34 |
|
|
2024
Q4 | $2.19M | Sell |
28,937
-798
| -3% | -$60.3K | 0.35% | 36 |
|
|
2024
Q3 | $2.49M | Sell |
29,735
-439
| -1% | -$36.7K | 0.45% | 35 |
|
|
2024
Q2 | $2.36M | Buy |
30,174
+21,529
| +249% | +$1.69M | 0.45% | 34 |
|
|
2024
Q1 | $690K | Hold |
8,645
| – | – | 0.23% | 46 |
|
|
2023
Q4 | $651K | Hold |
8,645
| – | – | 0.22% | 49 |
|
|
2023
Q3 | $596K | Hold |
8,645
| – | – | 0.24% | 49 |
|
|
2023
Q2 | $627K | Hold |
8,645
| – | – | 0.26% | 46 |
|
|
2023
Q1 | $618K | Buy |
+8,645
| New | +$618K | 0.32% | 46 |
|
|
2022
Q3 | – | Sell |
-3,680
| Closed | -$230K | – | 85 |
|
|
2022
Q2 | $230K | Sell |
3,680
-1,041
| -22% | -$65.1K | 0.16% | 73 |
|
|
2022
Q1 | $347K | Hold |
4,721
| – | – | 0.19% | 66 |
|
|
2021
Q4 | $371K | Buy |
4,721
+841
| +22% | +$66.1K | 0.17% | 70 |
|
|
2021
Q3 | $303K | Sell |
3,880
-2,463
| -39% | -$192K | 0.17% | 63 |
|
|
2021
Q2 | $500K | Sell |
6,343
-632
| -9% | -$49.8K | 0.29% | 53 |
|
|
2021
Q1 | $529K | Hold |
6,975
| – | – | 0.37% | 40 |
|
|
2020
Q4 | $509K | Buy |
+6,975
| New | +$509K | 0.38% | 41 |
|