Cardiff Park 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 | $6.88M | Buy |
76,960
+1,686
| +2% | +$151K | 0.59% | 36 |
|
2025
Q1 | $6.15M | Sell |
75,274
-607
| -0.8% | -$49.6K | 0.59% | 36 |
|
2024
Q4 | $5.74M | Buy |
75,881
+315
| +0.4% | +$23.8K | 0.54% | 38 |
|
2024
Q3 | $6.32M | Hold |
75,566
| – | – | 0.57% | 36 |
|
2024
Q2 | $5.92M | Buy |
75,566
+457
| +0.6% | +$35.8K | 0.57% | 34 |
|
2024
Q1 | $6M | Sell |
75,109
-1,649
| -2% | -$132K | 0.57% | 36 |
|
2023
Q4 | $5.78M | Buy |
76,758
+284
| +0.4% | +$21.4K | 0.64% | 30 |
|
2023
Q3 | $5.27M | Sell |
76,474
-4,153
| -5% | -$286K | 0.67% | 31 |
|
2023
Q2 | $5.85M | Sell |
80,627
-5,731
| -7% | -$415K | 0.72% | 26 |
|
2023
Q1 | $6.18M | Hold |
86,358
| – | – | 0.81% | 24 |
|
2022
Q4 | $5.67M | Sell |
86,358
-8,259
| -9% | -$542K | 0.79% | 25 |
|
2022
Q3 | $5.3M | Sell |
94,617
-2,533
| -3% | -$142K | 0.83% | 27 |
|
2022
Q2 | $6.07M | Buy |
97,150
+700
| +0.7% | +$43.7K | 0.92% | 22 |
|
2022
Q1 | $7.1M | Buy |
96,450
+61
| +0.1% | +$4.49K | 1% | 21 |
|
2021
Q4 | $7.58M | Buy |
+96,389
| New | +$7.58M | 1% | 17 |
|