Brewster Financial Planning’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 | $28.6M | Buy |
320,433
+5,035
| +2% | +$450K | 19.32% | 2 |
|
|
2025
Q1 | $25.8M | Buy |
315,398
+10,301
| +3% | +$842K | 19.05% | 2 |
|
|
2024
Q4 | $23.1M | Buy |
305,097
+10,454
| +4% | +$790K | 17.47% | 2 |
|
|
2024
Q3 | $24.6M | Buy |
294,643
+3,882
| +1% | +$325K | 19.11% | 2 |
|
|
2024
Q2 | $22.8M | Buy |
290,761
+2,014
| +0.7% | +$158K | 19.16% | 2 |
|
|
2024
Q1 | $23.1M | Sell |
288,747
-1,892
| -0.7% | -$151K | 19.83% | 2 |
|
|
2023
Q4 | $21.9M | Buy |
290,639
+2,376
| +0.8% | +$179K | 19.81% | 2 |
|
|
2023
Q3 | $19.9M | Sell |
288,263
-2,383
| -0.8% | -$164K | 19.89% | 2 |
|
|
2023
Q2 | $21.1M | Sell |
290,646
-7,596
| -3% | -$551K | 20.35% | 2 |
|
|
2023
Q1 | $21.3M | Sell |
298,242
-3,848
| -1% | -$275K | 21.4% | 2 |
|
|
2022
Q4 | $19.8M | Buy |
302,090
+10,068
| +3% | +$661K | 21.01% | 2 |
|
|
2022
Q3 | $16.4M | Buy |
292,022
+9,414
| +3% | +$527K | 19.11% | 2 |
|
|
2022
Q2 | $17.7M | Buy |
282,608
+1,060
| +0.4% | +$66.2K | 19.61% | 2 |
|
|
2022
Q1 | $20.7M | Buy |
281,548
+3,349
| +1% | +$246K | 19.93% | 2 |
|
|
2021
Q4 | $21.9M | Buy |
+278,199
| New | +$21.9M | 19.9% | 2 |
|