Camarda 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 | $8.93M | Buy |
+99,915
| New | +$8.93M | 3.51% | 8 |
|
|
2024
Q4 | – | Sell |
-143,558
| Closed | -$12M | – | 99 |
|
|
2024
Q3 | $12M | Buy |
+143,558
| New | +$12M | 4.5% | 8 |
|
|
2023
Q4 | – | Sell |
-111,315
| Closed | -$7.67M | – | 79 |
|
|
2023
Q3 | $7.67M | Buy |
111,315
+2,079
| +2% | +$143K | 4.95% | 7 |
|
|
2023
Q2 | $7.92M | Buy |
+109,236
| New | +$7.92M | 3.95% | 11 |
|
|
2021
Q3 | – | Sell |
-14,061
| Closed | -$1.11M | – | 87 |
|
|
2021
Q2 | $1.11M | Sell |
14,061
-50,068
| -78% | -$3.95M | 0.69% | 32 |
|
|
2021
Q1 | $4.87M | Buy |
64,129
+865
| +1% | +$65.6K | 3.48% | 10 |
|
|
2020
Q4 | $4.62M | Buy |
+63,264
| New | +$4.62M | 3.89% | 11 |
|
|
2019
Q3 | – | Sell |
-725
| Closed | -$48K | – | 162 |
|
|
2019
Q2 | $48K | Buy |
725
+118
| +19% | +$7.81K | 0.09% | 74 |
|
|
2019
Q1 | $39K | Hold |
607
| – | – | 0.07% | 88 |
|
|
2018
Q4 | $36K | Sell |
607
-439
| -42% | -$26K | 0.04% | 93 |
|
|
2018
Q3 | $71K | Buy |
1,046
+439
| +72% | +$29.8K | 0.08% | 96 |
|
|
2018
Q2 | $41K | Hold |
607
| – | – | 0.04% | 117 |
|
|
2018
Q1 | $42K | Sell |
607
-460
| -43% | -$31.8K | 0.04% | 104 |
|
|
2017
Q4 | $75K | Buy |
1,067
+460
| +76% | +$32.3K | 0.09% | 99 |
|
|
2017
Q3 | $42K | Hold |
607
| – | – | 0.05% | 117 |
|
|
2017
Q2 | $40K | Sell |
607
-847
| -58% | -$55.8K | 0.04% | 116 |
|
|
2017
Q1 | $91K | Hold |
1,454
| – | – | 0.09% | 97 |
|
|
2016
Q4 | $84K | Hold |
1,454
| – | – | 0.06% | 107 |
|
|
2016
Q3 | $86K | Hold |
1,454
| – | – | 0.05% | 109 |
|
|
2016
Q2 | $81K | Buy |
1,454
+941
| +183% | +$52.4K | 0.05% | 117 |
|
|
2016
Q1 | $29K | Sell |
513
-792
| -61% | -$44.8K | 0.02% | 151 |
|
|
2015
Q4 | $77K | Buy |
+1,305
| New | +$77K | 0.05% | 152 |
|
|
2013
Q4 | – | Sell |
-22
| Closed | -$1K | – | 186 |
|
|
2013
Q3 | $1K | Sell |
22
-10,853
| -100% | -$493K | ﹤0.01% | 92 |
|
|
2013
Q2 | $623K | Buy |
+10,875
| New | +$623K | 0.57% | 41 |
|