Cambridge 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 | $1.36M | Hold |
15,186
| – | – | 0.28% | 59 |
|
|
2025
Q1 | $1.24M | Hold |
15,186
| – | – | 0.27% | 60 |
|
|
2024
Q4 | $1.15M | Hold |
15,186
| – | – | 0.26% | 63 |
|
|
2024
Q3 | $1.27M | Hold |
15,186
| – | – | 0.28% | 59 |
|
|
2024
Q2 | $1.19M | Buy |
15,186
+600
| +4% | +$47K | 0.28% | 61 |
|
|
2024
Q1 | $1.16M | Hold |
14,586
| – | – | 0.27% | 61 |
|
|
2023
Q4 | $1.1M | Sell |
14,586
-125
| -0.8% | -$9.42K | 0.28% | 61 |
|
|
2023
Q3 | $1.01M | Buy |
14,711
+890
| +6% | +$61.3K | 0.27% | 64 |
|
|
2023
Q2 | $1M | Buy |
13,821
+550
| +4% | +$39.9K | 0.26% | 66 |
|
|
2023
Q1 | $949K | Buy |
13,271
+1,000
| +8% | +$71.5K | 0.24% | 69 |
|
|
2022
Q4 | $805K | Hold |
12,271
| – | – | 0.22% | 79 |
|
|
2022
Q3 | $687K | Sell |
12,271
-150
| -1% | -$8.4K | 0.2% | 85 |
|
|
2022
Q2 | $776K | Sell |
12,421
-50
| -0.4% | -$3.12K | 0.21% | 76 |
|
|
2022
Q1 | $918K | Buy |
12,471
+450
| +4% | +$33.1K | 0.22% | 76 |
|
|
2021
Q4 | $946K | Hold |
12,021
| – | – | 0.21% | 78 |
|
|
2021
Q3 | $938K | Buy |
12,021
+375
| +3% | +$29.3K | 0.23% | 75 |
|
|
2021
Q2 | $919K | Sell |
11,646
-222
| -2% | -$17.5K | 0.22% | 78 |
|
|
2021
Q1 | $900K | Hold |
11,868
| – | – | 0.23% | 75 |
|
|
2020
Q4 | $866K | Hold |
11,868
| – | – | 0.23% | 74 |
|
|
2020
Q3 | $755K | Hold |
11,868
| – | – | 0.22% | 73 |
|
|
2020
Q2 | $722K | Sell |
11,868
-710
| -6% | -$43.2K | 0.23% | 73 |
|
|
2020
Q1 | $672K | Buy |
12,578
+153
| +1% | +$8.17K | 0.24% | 71 |
|
|
2019
Q4 | $863K | Sell |
12,425
-373
| -3% | -$25.9K | 0.26% | 69 |
|
|
2019
Q3 | $835K | Hold |
12,798
| – | – | 0.28% | 63 |
|
|
2019
Q2 | $841K | Sell |
12,798
-24
| -0.2% | -$1.58K | 0.28% | 66 |
|
|
2019
Q1 | $832K | Hold |
12,822
| – | – | 0.28% | 65 |
|
|
2018
Q4 | $754K | Buy |
12,822
+520
| +4% | +$30.6K | 0.28% | 64 |
|
|
2018
Q3 | $836K | Hold |
12,302
| – | – | 0.28% | 64 |
|
|
2018
Q2 | $824K | Hold |
12,302
| – | – | 0.29% | 64 |
|
|
2018
Q1 | $857K | Hold |
12,302
| – | – | 0.31% | 61 |
|
|
2017
Q4 | $865K | Hold |
12,302
| – | – | 0.31% | 59 |
|
|
2017
Q3 | $842K | Sell |
12,302
-730
| -6% | -$50K | 0.32% | 57 |
|
|
2017
Q2 | $850K | Hold |
13,032
| – | – | 0.34% | 57 |
|
|
2017
Q1 | $812K | Buy |
13,032
+560
| +4% | +$34.9K | 0.33% | 60 |
|
|
2016
Q4 | $720K | Sell |
12,472
-975
| -7% | -$56.3K | 0.32% | 66 |
|
|
2016
Q3 | $795K | Sell |
13,447
-80
| -0.6% | -$4.73K | 0.35% | 60 |
|
|
2016
Q2 | $755K | Sell |
13,527
-1,590
| -11% | -$88.7K | 0.35% | 60 |
|
|
2016
Q1 | $864K | Sell |
15,117
-100
| -0.7% | -$5.72K | 0.4% | 54 |
|
|
2015
Q4 | $894K | Buy |
15,217
+990
| +7% | +$58.2K | 0.51% | 52 |
|
|
2015
Q3 | $815K | Sell |
14,227
-565
| -4% | -$32.4K | 0.48% | 53 |
|
|
2015
Q2 | $939K | Hold |
14,792
| – | – | 0.53% | 51 |
|
|
2015
Q1 | $949K | Buy |
14,792
+560
| +4% | +$35.9K | 0.55% | 52 |
|
|
2014
Q4 | $866K | Buy |
+14,232
| New | +$866K | 0.53% | 53 |
|