Cypress Financial Planning’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 | $844K | Sell |
9,442
-251
| -3% | -$22.4K | 0.28% | 30 |
|
|
2025
Q1 | $792K | Buy |
9,693
+166
| +2% | +$13.6K | 0.28% | 30 |
|
|
2024
Q4 | $720K | Buy |
9,527
+395
| +4% | +$29.9K | 0.26% | 34 |
|
|
2024
Q3 | $764K | Buy |
9,132
+67
| +0.7% | +$5.6K | 0.28% | 30 |
|
|
2024
Q2 | $710K | Buy |
9,065
+725
| +9% | +$56.8K | 0.29% | 31 |
|
|
2024
Q1 | $666K | Buy |
8,340
+293
| +4% | +$23.4K | 0.3% | 29 |
|
|
2023
Q4 | $596K | Buy |
8,047
+84
| +1% | +$6.23K | 0.54% | 17 |
|
|
2023
Q3 | $549K | Buy |
7,963
+61
| +0.8% | +$4.2K | 0.31% | 28 |
|
|
2023
Q2 | $572K | Sell |
7,902
-277
| -3% | -$20.1K | 0.32% | 28 |
|
|
2023
Q1 | $590K | Sell |
8,179
-219
| -3% | -$15.8K | 0.36% | 27 |
|
|
2022
Q4 | $556K | Buy |
8,398
+423
| +5% | +$28K | 0.37% | 27 |
|
|
2022
Q3 | $447K | Sell |
7,975
-25
| -0.3% | -$1.4K | 0.32% | 30 |
|
|
2022
Q2 | $500K | Buy |
+8,000
| New | +$500K | 0.34% | 28 |
|