Crewe 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 | $7.07M | Buy |
79,079
+4,893
| +7% | +$437K | 1% | 23 |
|
|
2025
Q1 | $6.06M | Buy |
74,186
+2,275
| +3% | +$186K | 0.85% | 22 |
|
|
2024
Q4 | $5.44M | Sell |
71,911
-618
| -0.9% | -$46.7K | 0.75% | 24 |
|
|
2024
Q3 | $6.07M | Buy |
72,529
+2,195
| +3% | +$184K | 0.7% | 24 |
|
|
2024
Q2 | $5.51M | Buy |
70,334
+5,646
| +9% | +$442K | 0.62% | 29 |
|
|
2024
Q1 | $5.17M | Buy |
64,688
+661
| +1% | +$52.8K | 0.6% | 30 |
|
|
2023
Q4 | $4.82M | Buy |
64,027
+6,407
| +11% | +$483K | 0.76% | 21 |
|
|
2023
Q3 | $3.97M | Sell |
57,620
-201
| -0.3% | -$13.9K | 0.69% | 21 |
|
|
2023
Q2 | $4.19M | Buy |
57,821
+948
| +2% | +$68.7K | 0.59% | 31 |
|
|
2023
Q1 | $4.07M | Buy |
56,873
+5,223
| +10% | +$374K | 0.59% | 27 |
|
|
2022
Q4 | $3.39M | Buy |
51,650
+9,791
| +23% | +$643K | 0.54% | 29 |
|
|
2022
Q3 | $2.35M | Buy |
41,859
+2,062
| +5% | +$116K | 0.42% | 26 |
|
|
2022
Q2 | $2.49M | Buy |
39,797
+4,318
| +12% | +$270K | 0.55% | 19 |
|
|
2022
Q1 | $2.61M | Buy |
35,479
+10,840
| +44% | +$798K | 0.51% | 20 |
|
|
2021
Q4 | $1.94M | Buy |
24,639
+1,738
| +8% | +$137K | 0.39% | 21 |
|
|
2021
Q3 | $1.79M | Buy |
22,901
+45
| +0.2% | +$3.51K | 0.42% | 21 |
|
|
2021
Q2 | $1.8M | Hold |
22,856
| – | – | 0.45% | 20 |
|
|
2021
Q1 | $1.73M | Hold |
22,856
| – | – | 0.43% | 20 |
|
|
2020
Q4 | $1.67M | Hold |
22,856
| – | – | 0.67% | 19 |
|
|
2020
Q3 | $1.46M | Sell |
22,856
-296
| -1% | -$18.8K | 0.68% | 17 |
|
|
2020
Q2 | $1.41M | Sell |
23,152
-9,927
| -30% | -$604K | 0.69% | 17 |
|
|
2020
Q1 | $1.77M | Sell |
33,079
-702
| -2% | -$37.5K | 1.05% | 16 |
|
|
2019
Q4 | $2.35M | Sell |
33,781
-10,383
| -24% | -$721K | 1.03% | 15 |
|
|
2019
Q3 | $2.88M | Sell |
44,164
-5,151
| -10% | -$336K | 1.32% | 12 |
|
|
2019
Q2 | $3.24M | Sell |
49,315
-488
| -1% | -$32.1K | 1.05% | 11 |
|
|
2019
Q1 | $3.23M | Sell |
49,803
-4,559
| -8% | -$296K | 1.02% | 10 |
|
|
2018
Q4 | $3.2M | Buy |
54,362
+2,396
| +5% | +$141K | 1.01% | 9 |
|
|
2018
Q3 | $3.53M | Buy |
+51,966
| New | +$3.53M | 2.99% | 6 |
|