DI
Disciplined Investments’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Sell |
8,996
-1,058
| -11% | -$94.6K | 0.34% | 59 |
|
|
2025
Q1 | $822K | Sell |
10,054
-103
| -1% | -$8.42K | 0.38% | 57 |
|
|
2024
Q4 | $768K | Buy |
10,157
+156
| +2% | +$11.8K | 0.38% | 64 |
|
|
2024
Q3 | $836K | Sell |
10,001
-497
| -5% | -$41.6K | 0.41% | 58 |
|
|
2024
Q2 | $822K | Sell |
10,498
-102
| -1% | -$7.99K | 0.44% | 59 |
|
|
2024
Q1 | $847K | Sell |
10,600
-1,379
| -12% | -$110K | 0.46% | 58 |
|
|
2023
Q4 | $903K | Sell |
11,979
-1,315
| -10% | -$99.1K | 0.53% | 55 |
|
|
2023
Q3 | $916K | Sell |
13,294
-3,361
| -20% | -$232K | 0.56% | 54 |
|
|
2023
Q2 | $1.21M | Sell |
16,655
-5,739
| -26% | -$416K | 0.65% | 47 |
|
|
2023
Q1 | $1.6M | Sell |
22,394
-1,870
| -8% | -$134K | 0.67% | 42 |
|
|
2022
Q4 | $1.59M | Buy |
24,264
+160
| +0.7% | +$10.5K | 0.78% | 37 |
|
|
2022
Q3 | $1.35M | Sell |
24,104
-3,389
| -12% | -$190K | 0.62% | 43 |
|
|
2022
Q2 | $1.72M | Sell |
27,493
-2,838
| -9% | -$177K | 0.78% | 41 |
|
|
2022
Q1 | $2.23M | Sell |
30,331
-11,852
| -28% | -$872K | 0.92% | 34 |
|
|
2021
Q4 | $3.32M | Sell |
42,183
-369
| -0.9% | -$29K | 1.46% | 22 |
|
|
2021
Q3 | $3.32M | Sell |
42,552
-329
| -0.8% | -$25.7K | 1.61% | 17 |
|
|
2021
Q2 | $3.38M | Sell |
42,881
-697
| -2% | -$55K | 1.74% | 15 |
|
|
2021
Q1 | $3.31M | Sell |
43,578
-994
| -2% | -$75.4K | 1.95% | 12 |
|
|
2020
Q4 | $3.25M | Buy |
44,572
+190
| +0.4% | +$13.9K | 2.17% | 13 |
|
|
2020
Q3 | $2.83M | Buy |
44,382
+5,179
| +13% | +$330K | 2.08% | 14 |
|
|
2020
Q2 | $2.39M | Buy |
39,203
+878
| +2% | +$53.4K | 1.86% | 15 |
|
|
2020
Q1 | $2.05M | Sell |
38,325
-19,275
| -33% | -$1.03M | 1.95% | 12 |
|
|
2019
Q4 | $4M | Buy |
+57,600
| New | +$4M | 3.37% | 6 |
|