EA
Efficient 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 | $2.77M | Sell |
31,043
-6,272
| -17% | -$561K | 0.17% | 42 |
|
|
2025
Q1 | $3.05M | Sell |
37,315
-10,786
| -22% | -$882K | 0.2% | 37 |
|
|
2024
Q4 | $3.64M | Buy |
48,101
+608
| +1% | +$46K | 0.23% | 38 |
|
|
2024
Q3 | $3.97M | Sell |
47,493
-2,463
| -5% | -$206K | 0.25% | 39 |
|
|
2024
Q2 | $3.91M | Sell |
49,956
-8,999
| -15% | -$705K | 0.25% | 39 |
|
|
2024
Q1 | $4.71M | Sell |
58,955
-6,026
| -9% | -$481K | 0.3% | 37 |
|
|
2023
Q4 | $4.9M | Sell |
64,981
-3,655
| -5% | -$275K | 0.33% | 37 |
|
|
2023
Q3 | $4.73M | Sell |
68,636
-2,144
| -3% | -$148K | 0.32% | 37 |
|
|
2023
Q2 | $5.13M | Sell |
70,780
-8,578
| -11% | -$622K | 0.34% | 37 |
|
|
2023
Q1 | $5.68M | Sell |
79,358
-4,854
| -6% | -$347K | 0.4% | 37 |
|
|
2022
Q4 | $5.53M | Sell |
84,212
-8,734
| -9% | -$573K | 0.56% | 31 |
|
|
2022
Q3 | $5.21M | Sell |
92,946
-1,683
| -2% | -$94.3K | 0.45% | 30 |
|
|
2022
Q2 | $5.91M | Sell |
94,629
-19,834
| -17% | -$1.24M | 0.49% | 30 |
|
|
2022
Q1 | $8.42M | Sell |
114,463
-7,675
| -6% | -$565K | 0.64% | 30 |
|
|
2021
Q4 | $9.61M | Sell |
122,138
-59
| -0% | -$4.64K | 0.68% | 30 |
|
|
2021
Q3 | $9.53M | Sell |
122,197
-9,383
| -7% | -$732K | 0.91% | 30 |
|
|
2021
Q2 | $10.4M | Sell |
131,580
-4,215
| -3% | -$332K | 1.29% | 24 |
|
|
2021
Q1 | $10.3M | Sell |
135,795
-8,849
| -6% | -$671K | 1.41% | 19 |
|
|
2020
Q4 | $10.6M | Sell |
144,644
-14,994
| -9% | -$1.09M | 1.61% | 17 |
|
|
2020
Q3 | $10.2M | Sell |
159,638
-8,825
| -5% | -$562K | 1.87% | 14 |
|
|
2020
Q2 | $10.3M | Sell |
168,463
-6,413
| -4% | -$390K | 1.9% | 14 |
|
|
2020
Q1 | $9.35M | Sell |
174,876
-9,045
| -5% | -$484K | 1.96% | 15 |
|
|
2019
Q4 | $12.8M | Sell |
183,921
-11,045
| -6% | -$767K | 2.22% | 15 |
|
|
2019
Q3 | $12.7M | Sell |
194,966
-29,160
| -13% | -$1.9M | 2.32% | 14 |
|
|
2019
Q2 | $14.7M | Sell |
224,126
-5,691
| -2% | -$374K | 2.57% | 14 |
|
|
2019
Q1 | $14.9M | Sell |
229,817
-7,335
| -3% | -$476K | 2.61% | 14 |
|
|
2018
Q4 | $13.9M | Sell |
237,152
-6,787
| -3% | -$399K | 2.59% | 14 |
|
|
2018
Q3 | $16.6M | Sell |
243,939
-3,750
| -2% | -$255K | 2.84% | 13 |
|
|
2018
Q2 | $16.6M | Buy |
247,689
+2,891
| +1% | +$194K | 2.82% | 13 |
|
|
2018
Q1 | $17.1M | Sell |
244,798
-4,226
| -2% | -$294K | 2.88% | 13 |
|
|
2017
Q4 | $17.5M | Sell |
249,024
-3,445
| -1% | -$242K | 2.92% | 13 |
|
|
2017
Q3 | $17.3M | Sell |
252,469
-23,706
| -9% | -$1.62M | 2.97% | 13 |
|
|
2017
Q2 | $18M | Sell |
276,175
-5,080
| -2% | -$331K | 2.65% | 13 |
|
|
2017
Q1 | $17.5M | Sell |
281,255
-1,322
| -0.5% | -$82.3K | 2.45% | 13 |
|
|
2016
Q4 | $16.3M | Sell |
282,577
-4,174
| -1% | -$241K | 2.34% | 13 |
|
|
2016
Q3 | $17M | Sell |
286,751
-4,375
| -2% | -$259K | 2.49% | 13 |
|
|
2016
Q2 | $16.3M | Buy |
291,126
+6,141
| +2% | +$343K | 2.58% | 14 |
|
|
2016
Q1 | $16.3M | Buy |
284,985
+12,630
| +5% | +$722K | 2.93% | 13 |
|
|
2015
Q4 | $16M | Buy |
272,355
+1,521
| +0.6% | +$89.3K | 3.49% | 11 |
|
|
2015
Q3 | $15.5M | Buy |
270,834
+970
| +0.4% | +$55.6K | 3.47% | 11 |
|
|
2015
Q2 | $17.1M | Sell |
269,864
-2,170
| -0.8% | -$138K | 3.58% | 11 |
|
|
2015
Q1 | $17.5M | Buy |
272,034
+6,502
| +2% | +$417K | 3.72% | 11 |
|
|
2014
Q4 | $16.2M | Buy |
265,532
+6,327
| +2% | +$385K | 3.7% | 11 |
|
|
2014
Q3 | $16.6M | Buy |
259,205
+6,758
| +3% | +$433K | 3.84% | 11 |
|
|
2014
Q2 | $17.3M | Sell |
252,447
-8,029
| -3% | -$549K | 3.94% | 11 |
|
|
2014
Q1 | $17.5M | Buy |
260,476
+6,947
| +3% | +$467K | 4.22% | 10 |
|
|
2013
Q4 | $17M | Buy |
253,529
+5,628
| +2% | +$378K | 4.12% | 11 |
|
|
2013
Q3 | $15.8M | Buy |
247,901
+6,102
| +3% | +$389K | 4.06% | 11 |
|
|
2013
Q2 | $13.9M | Buy |
+241,799
| New | +$13.9M | 3.87% | 11 |
|