DA
Doliver Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Hold |
7,630
| – | – | 0.19% | 92 |
|
|
2025
Q1 | $624K | Sell |
7,630
-1,070
| -12% | -$87.5K | 0.18% | 86 |
|
|
2024
Q4 | $658K | Sell |
8,700
-850
| -9% | -$64.3K | 0.18% | 81 |
|
|
2024
Q3 | $799K | Sell |
9,550
-700
| -7% | -$58.5K | 0.22% | 69 |
|
|
2024
Q2 | $803K | Sell |
10,250
-530
| -5% | -$41.5K | 0.22% | 67 |
|
|
2024
Q1 | $861K | Hold |
10,780
| – | – | 0.24% | 69 |
|
|
2023
Q4 | $812K | Sell |
10,780
-650
| -6% | -$49K | 0.25% | 66 |
|
|
2023
Q3 | $788K | Sell |
11,430
-800
| -7% | -$55.1K | 0.24% | 65 |
|
|
2023
Q2 | $887K | Hold |
12,230
| – | – | 0.27% | 68 |
|
|
2023
Q1 | $875K | Buy |
+12,230
| New | +$875K | 0.27% | 62 |
|
|
2022
Q2 | – | Sell |
-2,730
| Closed | -$201K | – | 168 |
|
|
2022
Q1 | $201K | Buy |
+2,730
| New | +$201K | 0.06% | 161 |
|
|
2021
Q3 | – | Sell |
-2,000
| Closed | -$158K | – | 171 |
|
|
2021
Q2 | $158K | Buy |
+2,000
| New | +$158K | 0.05% | 137 |
|