Cahill Financial 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 | $1.93M | Buy |
21,542
+139
| +0.6% | +$12.4K | 0.24% | 75 |
|
|
2025
Q1 | $1.75M | Sell |
21,403
-20
| -0.1% | -$1.64K | 0.24% | 76 |
|
|
2024
Q4 | $1.62M | Sell |
21,423
-185
| -0.9% | -$14K | 0.22% | 82 |
|
|
2024
Q3 | $1.81M | Buy |
21,608
+472
| +2% | +$39.5K | 0.25% | 73 |
|
|
2024
Q2 | $1.66M | Buy |
21,136
+168
| +0.8% | +$13.2K | 0.23% | 86 |
|
|
2024
Q1 | $1.67M | Sell |
20,968
-123
| -0.6% | -$9.82K | 0.23% | 83 |
|
|
2023
Q4 | $1.59M | Buy |
21,091
+224
| +1% | +$16.9K | 0.24% | 85 |
|
|
2023
Q3 | $1.44M | Sell |
20,867
-719
| -3% | -$49.6K | 0.24% | 88 |
|
|
2023
Q2 | $1.57M | Buy |
21,586
+1,340
| +7% | +$97.2K | 0.25% | 87 |
|
|
2023
Q1 | $1.45M | Buy |
20,246
+356
| +2% | +$25.5K | 0.26% | 87 |
|
|
2022
Q4 | $1.31M | Sell |
19,890
-2,097
| -10% | -$138K | 0.25% | 97 |
|
|
2022
Q3 | $1.23M | Sell |
21,987
-5,940
| -21% | -$333K | 0.26% | 91 |
|
|
2022
Q2 | $1.75M | Buy |
27,927
+690
| +3% | +$43.1K | 0.37% | 64 |
|
|
2022
Q1 | $2.01M | Buy |
27,237
+137
| +0.5% | +$10.1K | 0.38% | 63 |
|
|
2021
Q4 | $2.13M | Sell |
27,100
-2,910
| -10% | -$229K | 0.41% | 59 |
|
|
2021
Q3 | $2.34M | Sell |
30,010
-5,122
| -15% | -$400K | 0.48% | 52 |
|
|
2021
Q2 | $2.77M | Sell |
35,132
-1,122
| -3% | -$88.5K | 0.62% | 37 |
|
|
2021
Q1 | $2.75M | Sell |
36,254
-871
| -2% | -$66.1K | 0.67% | 35 |
|
|
2020
Q4 | $2.71M | Buy |
37,125
+25,924
| +231% | +$1.89M | 0.68% | 36 |
|
|
2020
Q3 | $713K | Hold |
11,201
| – | – | 0.26% | 88 |
|
|
2020
Q2 | $682K | Sell |
11,201
-704
| -6% | -$42.9K | 0.26% | 85 |
|
|
2020
Q1 | $637K | Sell |
11,905
-101
| -0.8% | -$5.4K | 0.3% | 85 |
|
|
2019
Q4 | $834K | Buy |
12,006
+133
| +1% | +$9.24K | 0.3% | 82 |
|
|
2019
Q3 | $775K | Hold |
11,873
| – | – | 0.3% | 83 |
|
|
2019
Q2 | $781K | Buy |
11,873
+207
| +2% | +$13.6K | 0.31% | 83 |
|
|
2019
Q1 | $757K | Hold |
11,666
| – | – | 0.32% | 82 |
|
|
2018
Q4 | $686K | Buy |
11,666
+3,022
| +35% | +$178K | 0.34% | 76 |
|
|
2018
Q3 | $588K | Sell |
8,644
-12,341
| -59% | -$839K | 0.26% | 88 |
|
|
2018
Q2 | $1.41M | Buy |
20,985
+2,810
| +15% | +$188K | 0.65% | 46 |
|
|
2018
Q1 | $1.27M | Buy |
18,175
+9,702
| +115% | +$676K | 0.61% | 45 |
|
|
2017
Q4 | $596K | Buy |
8,473
+89
| +1% | +$6.26K | 0.3% | 84 |
|
|
2017
Q3 | $575K | Hold |
8,384
| – | – | 0.3% | 79 |
|
|
2017
Q2 | $547K | Buy |
8,384
+134
| +2% | +$8.74K | 0.3% | 82 |
|
|
2017
Q1 | $514K | Hold |
8,250
| – | – | 0.3% | 80 |
|
|
2016
Q4 | $477K | Buy |
8,250
+84
| +1% | +$4.86K | 0.29% | 80 |
|
|
2016
Q3 | $483K | Sell |
8,166
-160
| -2% | -$9.46K | 0.31% | 76 |
|
|
2016
Q2 | $465K | Buy |
8,326
+333
| +4% | +$18.6K | 0.32% | 77 |
|
|
2016
Q1 | $457K | Buy |
7,993
+137
| +2% | +$7.83K | 0.34% | 73 |
|
|
2015
Q4 | $462K | Buy |
+7,856
| New | +$462K | 0.38% | 67 |
|