BWM
Brickley Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
141,392
-141
| -0.1% | -$12.6K | 2.47% | 10 |
|
|
2025
Q1 | $11.6M | Sell |
141,533
-466
| -0.3% | -$38.1K | 2.4% | 10 |
|
|
2024
Q4 | $10.7M | Hold |
141,999
| – | – | 2.18% | 11 |
|
|
2024
Q3 | $11.9M | Sell |
141,999
-130
| -0.1% | -$10.9K | 2.42% | 11 |
|
|
2024
Q2 | $11.1M | Sell |
142,129
-113
| -0.1% | -$8.85K | 2.44% | 11 |
|
|
2024
Q1 | $11.4M | Hold |
142,242
| – | – | 2.6% | 11 |
|
|
2023
Q4 | $10.7M | Sell |
142,242
-400
| -0.3% | -$30.1K | 2.59% | 11 |
|
|
2023
Q3 | $9.83M | Sell |
142,642
-227
| -0.2% | -$15.6K | 2.62% | 11 |
|
|
2023
Q2 | $10.4M | Hold |
142,869
| – | – | 2.62% | 11 |
|
|
2023
Q1 | $10.2M | Sell |
142,869
-52
| -0% | -$3.72K | 2.8% | 11 |
|
|
2022
Q4 | $9.38M | Sell |
142,921
-518
| -0.4% | -$34K | 2.79% | 11 |
|
|
2022
Q3 | $8.03M | Sell |
143,439
-55
| -0% | -$3.08K | 2.64% | 11 |
|
|
2022
Q2 | $8.97M | Hold |
143,494
| – | – | 2.77% | 11 |
|
|
2022
Q1 | $10.6M | Hold |
143,494
| – | – | 2.82% | 11 |
|
|
2021
Q4 | $11.3M | Hold |
143,494
| – | – | 2.41% | 12 |
|
|
2021
Q3 | $11.2M | Sell |
143,494
-152
| -0.1% | -$11.9K | 2.82% | 12 |
|
|
2021
Q2 | $11.3M | Sell |
143,646
-252
| -0.2% | -$19.9K | 2.86% | 12 |
|
|
2021
Q1 | $10.9M | Sell |
143,898
-510
| -0.4% | -$38.7K | 2.92% | 11 |
|
|
2020
Q4 | $10.5M | Hold |
144,408
| – | – | 2.9% | 11 |
|
|
2020
Q3 | $9.31M | Buy |
144,408
+252
| +0.2% | +$16.3K | 2.59% | 10 |
|
|
2020
Q2 | $8.78M | Sell |
144,156
-72
| -0% | -$4.38K | 2.96% | 10 |
|
|
2020
Q1 | $7.71M | Sell |
144,228
-152
| -0.1% | -$8.13K | 3.2% | 8 |
|
|
2019
Q4 | $10M | Sell |
144,380
-1
| -0% | -$69 | 3.65% | 10 |
|
|
2019
Q3 | $9.42M | Buy |
144,381
+530
| +0.4% | +$34.6K | 3.86% | 8 |
|
|
2019
Q2 | $9.46M | Sell |
143,851
-221
| -0.2% | -$14.5K | 3.95% | 9 |
|
|
2019
Q1 | $9.34M | Hold |
144,072
| – | – | 4.12% | 8 |
|
|
2018
Q4 | $8.47M | Buy |
144,072
+1,476
| +1% | +$86.8K | 4.15% | 6 |
|
|
2018
Q3 | $9.7M | Hold |
142,596
| – | – | 4.57% | 8 |
|
|
2018
Q2 | $9.55M | Buy |
142,596
+65
| +0% | +$4.35K | 4.39% | 8 |
|
|
2018
Q1 | $9.93M | Hold |
142,531
| – | – | 5.02% | 7 |
|
|
2017
Q4 | $10M | Buy |
+142,531
| New | +$10M | 5.31% | 8 |
|