Collective Family Office’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 | $736K | Hold |
8,236
| – | – | 0.19% | 85 |
|
|
2025
Q1 | $673K | Hold |
8,236
| – | – | 0.18% | 89 |
|
|
2024
Q4 | $623K | Hold |
8,236
| – | – | 0.17% | 98 |
|
|
2024
Q3 | $689K | Hold |
8,236
| – | – | 0.19% | 93 |
|
|
2024
Q2 | $645K | Buy |
8,236
+2,325
| +39% | +$182K | 0.19% | 98 |
|
|
2024
Q1 | $472K | Sell |
5,911
-251
| -4% | -$20K | 0.15% | 113 |
|
|
2023
Q4 | $464K | Hold |
6,162
| – | – | 0.16% | 106 |
|
|
2023
Q3 | $425K | Buy |
6,162
+190
| +3% | +$13.1K | 0.17% | 110 |
|
|
2023
Q2 | $433K | Hold |
5,972
| – | – | 0.17% | 115 |
|
|
2023
Q1 | $427K | Buy |
5,972
+611
| +11% | +$43.7K | 0.18% | 108 |
|
|
2022
Q4 | $352K | Sell |
5,361
-2,457
| -31% | -$161K | 0.16% | 117 |
|
|
2022
Q3 | $438K | Sell |
7,818
-6,500
| -45% | -$364K | 0.22% | 105 |
|
|
2022
Q2 | $895K | Buy |
14,318
+500
| +4% | +$31.3K | 0.39% | 73 |
|
|
2022
Q1 | $1.02M | Hold |
13,818
| – | – | 0.39% | 70 |
|
|
2021
Q4 | $1.09M | Sell |
13,818
-200
| -1% | -$15.7K | 0.43% | 64 |
|
|
2021
Q3 | $1.09M | Hold |
14,018
| – | – | 0.47% | 56 |
|
|
2021
Q2 | $1.11M | Buy |
14,018
+1,400
| +11% | +$110K | 0.47% | 60 |
|
|
2021
Q1 | $957K | Sell |
12,618
-1,650
| -12% | -$125K | 0.47% | 62 |
|
|
2020
Q4 | $1.04M | Buy |
+14,268
| New | +$1.04M | 0.58% | 52 |
|