Certified Advisory Corp’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 | $534K | Buy |
5,972
+13
| +0.2% | +$1.16K | 0.06% | 195 |
|
|
2025
Q1 | $487K | Sell |
5,959
-1,777
| -23% | -$145K | 0.06% | 191 |
|
|
2024
Q4 | $585K | Buy |
+7,736
| New | +$585K | 0.06% | 180 |
|
|
2021
Q2 | – | Sell |
-1,813
| Closed | -$138K | – | 347 |
|
|
2021
Q1 | $138K | Buy |
+1,813
| New | +$138K | 0.04% | 219 |
|
|
2020
Q2 | $162K | Sell |
2,664
-23
| -0.9% | -$1.4K | 0.05% | 192 |
|
|
2020
Q1 | $144K | Sell |
2,687
-415
| -13% | -$22.2K | 0.06% | 185 |
|
|
2019
Q4 | $215K | Buy |
3,102
+239
| +8% | +$16.6K | 0.07% | 181 |
|
|
2019
Q3 | $187K | Hold |
2,863
| – | – | 0.07% | 187 |
|
|
2019
Q2 | $188K | Sell |
2,863
-84
| -3% | -$5.52K | 0.07% | 178 |
|
|
2019
Q1 | $191K | Sell |
2,947
-2,830
| -49% | -$183K | 0.08% | 164 |
|
|
2018
Q4 | $340K | Buy |
5,777
+2,893
| +100% | +$170K | 0.18% | 110 |
|
|
2018
Q3 | $196K | Buy |
2,884
+1,000
| +53% | +$68K | 0.09% | 152 |
|
|
2018
Q2 | $126K | Buy |
1,884
+24
| +1% | +$1.61K | 0.07% | 175 |
|
|
2018
Q1 | $129K | Sell |
1,860
-25
| -1% | -$1.73K | 0.08% | 170 |
|
|
2017
Q4 | $132K | Buy |
+1,885
| New | +$132K | 0.09% | 146 |
|