Elwood & Goetz Wealth Advisory Group’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 | $370K | Sell |
4,134
-134
| -3% | -$12K | 0.08% | 75 |
|
|
2025
Q1 | $349K | Hold |
4,268
| – | – | 0.09% | 67 |
|
|
2024
Q4 | $323K | Sell |
4,268
-765
| -15% | -$57.8K | 0.08% | 72 |
|
|
2024
Q3 | $421K | Hold |
5,033
| – | – | 0.1% | 61 |
|
|
2024
Q2 | $394K | Hold |
5,033
| – | – | 0.11% | 51 |
|
|
2024
Q1 | $402K | Buy |
5,033
+126
| +3% | +$10.1K | 0.1% | 59 |
|
|
2023
Q4 | $370K | Buy |
4,907
+736
| +18% | +$55.5K | 0.08% | 58 |
|
|
2023
Q3 | $287K | Hold |
4,171
| – | – | 0.07% | 61 |
|
|
2023
Q2 | $302K | Hold |
4,171
| – | – | 0.07% | 53 |
|
|
2023
Q1 | $298K | Hold |
4,171
| – | – | 0.07% | 53 |
|
|
2022
Q4 | $274K | Buy |
+4,171
| New | +$274K | 0.08% | 51 |
|
|
2020
Q1 | – | Sell |
-4,585
| Closed | -$318K | – | 32 |
|
|
2019
Q4 | $318K | Hold |
4,585
| – | – | 0.23% | 26 |
|
|
2019
Q3 | $299K | Sell |
4,585
-330
| -7% | -$21.5K | 0.24% | 26 |
|
|
2019
Q2 | $323K | Buy |
4,915
+330
| +7% | +$21.7K | 0.28% | 24 |
|
|
2019
Q1 | $297K | Sell |
4,585
-845
| -16% | -$54.7K | 0.27% | 25 |
|
|
2018
Q4 | $319K | Buy |
+5,430
| New | +$319K | 0.34% | 24 |
|