Colton Groome Financial 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 | $21.5M | Sell |
240,511
-1,603
| -0.7% | -$143K | 7.28% | 2 |
|
|
2025
Q1 | $20.5M | Sell |
242,114
-10,099
| -4% | -$856K | 7.96% | 2 |
|
|
2024
Q4 | $19.1M | Sell |
252,213
-2,489
| -1% | -$188K | 7.29% | 2 |
|
|
2024
Q3 | $21.3M | Buy |
254,702
+4,553
| +2% | +$381K | 7.97% | 2 |
|
|
2024
Q2 | $19.6M | Buy |
250,149
+9,082
| +4% | +$711K | 7.72% | 2 |
|
|
2024
Q1 | $19.3M | Buy |
241,067
+12,886
| +6% | +$1.03M | 7.74% | 2 |
|
|
2023
Q4 | $17.2M | Buy |
228,181
+41,174
| +22% | +$3.1M | 7.5% | 2 |
|
|
2023
Q3 | $12.9M | Buy |
187,007
+23,846
| +15% | +$1.64M | 6.45% | 3 |
|
|
2023
Q2 | $11.8M | Buy |
163,161
+44,287
| +37% | +$3.21M | 5.54% | 2 |
|
|
2023
Q1 | $8.5M | Buy |
118,874
+18,281
| +18% | +$1.31M | 4.05% | 3 |
|
|
2022
Q4 | $6.6M | Buy |
100,593
+35,357
| +54% | +$2.32M | 3.24% | 5 |
|
|
2022
Q3 | $3.65M | Buy |
65,236
+8,969
| +16% | +$502K | 1.86% | 9 |
|
|
2022
Q2 | $3.52M | Sell |
56,267
-7,776
| -12% | -$486K | 1.76% | 17 |
|
|
2022
Q1 | $4.71M | Buy |
64,043
+30,636
| +92% | +$2.26M | 2.18% | 18 |
|
|
2021
Q4 | $2.63M | Buy |
33,407
+329
| +1% | +$25.9K | 1.07% | 30 |
|
|
2021
Q3 | $2.58M | Buy |
33,078
+19,024
| +135% | +$1.48M | 1.12% | 26 |
|
|
2021
Q2 | $1.11M | Buy |
14,054
+3,835
| +38% | +$303K | 0.51% | 38 |
|
|
2021
Q1 | $775K | Buy |
10,219
+4,590
| +82% | +$348K | 0.43% | 33 |
|
|
2020
Q4 | $411K | Buy |
+5,629
| New | +$411K | 0.26% | 47 |
|