Center for Financial Planning’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 | $456K | Hold |
5,103
| – | – | 0.05% | 106 |
|
|
2025
Q1 | $417K | Hold |
5,103
| – | – | 0.05% | 107 |
|
|
2024
Q4 | $386K | Hold |
5,103
| – | – | 0.05% | 107 |
|
|
2024
Q3 | $427K | Hold |
5,103
| – | – | 0.06% | 100 |
|
|
2024
Q2 | $400K | Sell |
5,103
-6
| -0.1% | -$470 | 0.06% | 101 |
|
|
2024
Q1 | $408K | Buy |
5,109
+6
| +0.1% | +$479 | 0.06% | 101 |
|
|
2023
Q4 | $385K | Sell |
5,103
-125
| -2% | -$9.42K | 0.07% | 100 |
|
|
2023
Q3 | $360K | Hold |
5,228
| – | – | 0.08% | 96 |
|
|
2023
Q2 | $379K | Sell |
5,228
-443
| -8% | -$32.1K | 0.08% | 94 |
|
|
2023
Q1 | $406K | Sell |
5,671
-67
| -1% | -$4.79K | 0.09% | 87 |
|
|
2022
Q4 | $377K | Hold |
5,738
| – | – | 0.09% | 89 |
|
|
2022
Q3 | $321K | Sell |
5,738
-740
| -11% | -$41.4K | 0.09% | 92 |
|
|
2022
Q2 | $405K | Buy |
6,478
+2,106
| +48% | +$132K | 0.1% | 83 |
|
|
2022
Q1 | $322K | Sell |
4,372
-120
| -3% | -$8.84K | 0.07% | 105 |
|
|
2021
Q4 | $353K | Buy |
4,492
+120
| +3% | +$9.43K | 0.07% | 99 |
|
|
2021
Q3 | $341K | Sell |
4,372
-826
| -16% | -$64.4K | 0.08% | 93 |
|
|
2021
Q2 | $410K | Sell |
5,198
-75
| -1% | -$5.92K | 0.1% | 86 |
|
|
2021
Q1 | $400K | Buy |
5,273
+449
| +9% | +$34.1K | 0.1% | 85 |
|
|
2020
Q4 | $352K | Sell |
4,824
-6
| -0.1% | -$438 | 0.1% | 85 |
|
|
2020
Q3 | $307K | Sell |
4,830
-434
| -8% | -$27.6K | 0.1% | 88 |
|
|
2020
Q2 | $320K | Sell |
5,264
-1,402
| -21% | -$85.2K | 0.11% | 79 |
|
|
2020
Q1 | $356K | Sell |
6,666
-20,611
| -76% | -$1.1M | 0.12% | 74 |
|
|
2019
Q4 | $1.89M | Buy |
+27,277
| New | +$1.89M | 0.47% | 16 |
|