Diversified Portfolios Inc’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 | $1.3M | Buy |
14,572
+217
| +2% | +$19.4K | 0.12% | 77 |
|
|
2025
Q1 | $1.17M | Sell |
14,355
-150
| -1% | -$12.3K | 0.12% | 79 |
|
|
2024
Q4 | $1.1M | Sell |
14,505
-18
| -0.1% | -$1.36K | 0.12% | 76 |
|
|
2024
Q3 | $1.21M | Sell |
14,523
-590
| -4% | -$49.3K | 0.14% | 71 |
|
|
2024
Q2 | $1.18M | Hold |
15,113
| – | – | 0.16% | 72 |
|
|
2024
Q1 | $1.21M | Sell |
15,113
-81
| -0.5% | -$6.47K | 0.17% | 62 |
|
|
2023
Q4 | $1.14M | Sell |
15,194
-293
| -2% | -$22.1K | 0.18% | 61 |
|
|
2023
Q3 | $1.07M | Sell |
15,487
-376
| -2% | -$25.9K | 0.2% | 57 |
|
|
2023
Q2 | $1.15M | Sell |
15,863
-1,395
| -8% | -$101K | 0.23% | 57 |
|
|
2023
Q1 | $1.23M | Buy |
17,258
+1,077
| +7% | +$77K | 0.27% | 53 |
|
|
2022
Q4 | $1.06M | Buy |
16,181
+2,405
| +17% | +$158K | 0.24% | 54 |
|
|
2022
Q3 | $772K | Sell |
13,776
-494
| -3% | -$27.7K | 0.21% | 63 |
|
|
2022
Q2 | $892K | Sell |
14,270
-842
| -6% | -$52.6K | 0.25% | 54 |
|
|
2022
Q1 | $1.11M | Buy |
15,112
+732
| +5% | +$53.9K | 0.27% | 54 |
|
|
2021
Q4 | $1.13M | Buy |
14,380
+1,657
| +13% | +$130K | 0.27% | 50 |
|
|
2021
Q3 | $993K | Buy |
12,723
+374
| +3% | +$29.2K | 0.27% | 45 |
|
|
2021
Q2 | $974K | Hold |
12,349
| – | – | 0.37% | 37 |
|
|
2021
Q1 | $937K | Sell |
12,349
-618
| -5% | -$46.9K | 0.31% | 37 |
|
|
2020
Q4 | $946K | Sell |
12,967
-471
| -4% | -$34.4K | 0.34% | 35 |
|
|
2020
Q3 | $855K | Sell |
13,438
-401
| -3% | -$25.5K | 0.37% | 29 |
|
|
2020
Q2 | $842K | Sell |
13,839
-657
| -5% | -$40K | 0.4% | 28 |
|
|
2020
Q1 | $775K | Sell |
14,496
-466
| -3% | -$24.9K | 0.43% | 29 |
|
|
2019
Q4 | $1.04M | Sell |
14,962
-173
| -1% | -$12K | 0.49% | 22 |
|
|
2019
Q3 | $987K | Buy |
15,135
+401
| +3% | +$26.2K | 0.5% | 23 |
|
|
2019
Q2 | $968K | Sell |
14,734
-164
| -1% | -$10.8K | 0.53% | 21 |
|
|
2019
Q1 | $966K | Sell |
14,898
-220
| -1% | -$14.3K | 0.54% | 21 |
|
|
2018
Q4 | $889K | Sell |
15,118
-53
| -0.3% | -$3.12K | 0.55% | 21 |
|
|
2018
Q3 | $1.03M | Hold |
15,171
| – | – | 0.57% | 18 |
|
|
2018
Q2 | $1.02M | Sell |
15,171
-2,861
| -16% | -$192K | 0.58% | 18 |
|
|
2018
Q1 | $1.26M | Sell |
18,032
-707
| -4% | -$49.2K | 0.72% | 16 |
|
|
2017
Q4 | $1.32M | Sell |
18,739
-7,296
| -28% | -$513K | 0.72% | 15 |
|
|
2017
Q3 | $1.78M | Sell |
26,035
-3,921
| -13% | -$269K | 1.01% | 14 |
|
|
2017
Q2 | $1.95M | Sell |
29,956
-4,873
| -14% | -$318K | 1.16% | 14 |
|
|
2017
Q1 | $2.17M | Sell |
34,829
-11,666
| -25% | -$727K | 1.31% | 15 |
|
|
2016
Q4 | $2.68M | Sell |
46,495
-4,868
| -9% | -$281K | 1.66% | 13 |
|
|
2016
Q3 | $3.04M | Sell |
51,363
-2,810
| -5% | -$166K | 1.9% | 14 |
|
|
2016
Q2 | $3.02M | Sell |
54,173
-9
| -0% | -$502 | 1.88% | 13 |
|
|
2016
Q1 | $3.1M | Sell |
54,182
-3,026
| -5% | -$173K | 1.95% | 13 |
|
|
2015
Q4 | $3.36M | Sell |
57,208
-1,661
| -3% | -$97.5K | 2.14% | 13 |
|
|
2015
Q3 | $3.37M | Hold |
58,869
| – | – | 2.24% | 11 |
|
|
2015
Q2 | $3.79M | Sell |
58,869
-3,758
| -6% | -$242K | 2.39% | 11 |
|
|
2015
Q1 | $4.02M | Sell |
62,627
-3,675
| -6% | -$236K | 2.54% | 11 |
|
|
2014
Q4 | $4.03M | Buy |
+66,302
| New | +$4.03M | 2.39% | 11 |
|