CVA 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 | $190K | Buy |
2,123
+462
| +28% | +$41.3K | 0.03% | 302 |
|
|
2025
Q1 | $136K | Hold |
1,661
| – | – | 0.02% | 342 |
|
|
2024
Q4 | $126K | Buy |
1,661
+1
| +0.1% | +$76 | 0.02% | 346 |
|
|
2024
Q3 | $139K | Sell |
1,660
-245
| -13% | -$20.5K | 0.02% | 317 |
|
|
2024
Q2 | $149K | Sell |
1,905
-41
| -2% | -$3.21K | 0.03% | 289 |
|
|
2024
Q1 | $155K | Hold |
1,946
| – | – | 0.03% | 284 |
|
|
2023
Q4 | $147K | Buy |
+1,946
| New | +$147K | 0.03% | 276 |
|
|
2023
Q3 | – | Sell |
-1,946
| Closed | -$141K | – | 438 |
|
|
2023
Q2 | $141K | Buy |
1,946
+1
| +0.1% | +$72 | 0.03% | 266 |
|
|
2023
Q1 | $139K | Hold |
1,945
| – | – | 0.03% | 265 |
|
|
2022
Q4 | $128K | Hold |
1,945
| – | – | 0.03% | 262 |
|
|
2022
Q3 | $109K | Hold |
1,945
| – | – | 0.03% | 229 |
|
|
2022
Q2 | $122K | Buy |
1,945
+1
| +0.1% | +$63 | 0.03% | 222 |
|
|
2022
Q1 | $143K | Hold |
1,944
| – | – | 0.03% | 214 |
|
|
2021
Q4 | $153K | Buy |
1,944
+2
| +0.1% | +$157 | 0.04% | 186 |
|
|
2021
Q3 | $124K | Sell |
1,942
-1
| -0.1% | -$64 | 0.09% | 108 |
|
|
2021
Q2 | $153K | Buy |
1,943
+1
| +0.1% | +$79 | 0.04% | 180 |
|
|
2021
Q1 | $147K | Hold |
1,942
| – | – | 0.06% | 140 |
|
|
2020
Q4 | $142K | Hold |
1,942
| – | – | 0.09% | 107 |
|
|
2020
Q3 | $124K | Hold |
1,942
| – | – | 0.09% | 108 |
|
|
2020
Q2 | $118K | Sell |
1,942
-1,230
| -39% | -$74.7K | 0.1% | 102 |
|
|
2020
Q1 | $170K | Sell |
3,172
-703
| -18% | -$37.7K | 0.17% | 80 |
|
|
2019
Q4 | $269K | Buy |
+3,875
| New | +$269K | 0.25% | 66 |
|