Cornerstone Wealth 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 | $318K | Sell |
3,560
-22
| -0.6% | -$1.97K | 0.08% | 41 |
|
|
2025
Q1 | $293K | Sell |
3,582
-275
| -7% | -$22.5K | 0.08% | 41 |
|
|
2024
Q4 | $292K | Hold |
3,857
| – | – | 0.08% | 44 |
|
|
2024
Q3 | $323K | Sell |
3,857
-50
| -1% | -$4.18K | 0.09% | 37 |
|
|
2024
Q2 | $306K | Buy |
3,907
+25
| +0.6% | +$1.96K | 0.09% | 37 |
|
|
2024
Q1 | $310K | Hold |
3,882
| – | – | 0.1% | 37 |
|
|
2023
Q4 | $293K | Hold |
3,882
| – | – | 0.09% | 35 |
|
|
2023
Q3 | $268K | Hold |
3,882
| – | – | 0.09% | 37 |
|
|
2023
Q2 | $281K | Sell |
3,882
-100
| -3% | -$7.25K | 0.1% | 37 |
|
|
2023
Q1 | $285K | Sell |
3,982
-7
| -0.2% | -$501 | 0.1% | 37 |
|
|
2022
Q4 | $262K | Sell |
3,989
-1,168
| -23% | -$76.7K | 0.1% | 38 |
|
|
2022
Q3 | $289K | Sell |
5,157
-650
| -11% | -$36.4K | 0.11% | 35 |
|
|
2022
Q2 | $363K | Hold |
5,807
| – | – | 0.14% | 34 |
|
|
2022
Q1 | $427K | Sell |
5,807
-25
| -0.4% | -$1.84K | 0.15% | 31 |
|
|
2021
Q4 | $459K | Sell |
5,832
-50
| -0.9% | -$3.94K | 0.15% | 32 |
|
|
2021
Q3 | $459K | Hold |
5,882
| – | – | 0.16% | 29 |
|
|
2021
Q2 | $465K | Sell |
5,882
-10
| -0.2% | -$791 | 0.16% | 28 |
|
|
2021
Q1 | $447K | Buy |
+5,892
| New | +$447K | 0.17% | 29 |
|