EWM
Empirical Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
18,343
+846
| +5% | +$75.6K | 0.04% | 255 |
|
|
2025
Q1 | $1.43M | Buy |
17,497
+684
| +4% | +$55.9K | 0.04% | 255 |
|
|
2024
Q4 | $1.27M | Buy |
16,813
+123
| +0.7% | +$9.3K | 0.03% | 252 |
|
|
2024
Q3 | $1.4M | Buy |
16,690
+20
| +0.1% | +$1.67K | 0.04% | 230 |
|
|
2024
Q2 | $1.31M | Buy |
16,670
+1,015
| +6% | +$79.5K | 0.04% | 229 |
|
|
2024
Q1 | $1.25M | Sell |
15,655
-25
| -0.2% | -$2K | 0.04% | 232 |
|
|
2023
Q4 | $1.18M | Buy |
15,680
+2,767
| +21% | +$208K | 0.04% | 222 |
|
|
2023
Q3 | $890K | Buy |
12,913
+348
| +3% | +$24K | 0.03% | 235 |
|
|
2023
Q2 | $911K | Sell |
12,565
-1,078
| -8% | -$78.2K | 0.04% | 234 |
|
|
2023
Q1 | $976K | Buy |
13,643
+426
| +3% | +$30.5K | 0.04% | 220 |
|
|
2022
Q4 | $868K | Sell |
13,217
-3,280
| -20% | -$215K | 0.04% | 228 |
|
|
2022
Q3 | $924K | Sell |
16,497
-809
| -5% | -$45.3K | 0.05% | 206 |
|
|
2022
Q2 | $1.08M | Buy |
17,306
+3,336
| +24% | +$208K | 0.06% | 189 |
|
|
2022
Q1 | $1.03M | Buy |
13,970
+928
| +7% | +$68.3K | 0.05% | 207 |
|
|
2021
Q4 | $1.03M | Buy |
13,042
+91
| +0.7% | +$7.16K | 0.05% | 212 |
|
|
2021
Q3 | $1.01M | Buy |
12,951
+1,085
| +9% | +$84.6K | 0.06% | 192 |
|
|
2021
Q2 | $936K | Sell |
11,866
-45
| -0.4% | -$3.55K | 0.06% | 200 |
|
|
2021
Q1 | $904K | Buy |
11,911
+2,731
| +30% | +$207K | 0.07% | 166 |
|
|
2020
Q4 | $670K | Hold |
9,180
| – | – | 0.05% | 200 |
|
|
2020
Q3 | $584K | Sell |
9,180
-467
| -5% | -$29.7K | 0.05% | 190 |
|
|
2020
Q2 | $587K | Sell |
9,647
-5,122
| -35% | -$312K | 0.05% | 182 |
|
|
2020
Q1 | $790K | Sell |
14,769
-1,679
| -10% | -$89.8K | 0.09% | 133 |
|
|
2019
Q4 | $1.14M | Buy |
16,448
+771
| +5% | +$53.5K | 0.13% | 112 |
|
|
2019
Q3 | $1.02M | Sell |
15,677
-175
| -1% | -$11.4K | 0.12% | 112 |
|
|
2019
Q2 | $1.04M | Buy |
15,852
+2,462
| +18% | +$162K | 0.14% | 98 |
|
|
2019
Q1 | $868K | Buy |
13,390
+730
| +6% | +$47.3K | 0.13% | 100 |
|
|
2018
Q4 | $744K | Buy |
12,660
+3,502
| +38% | +$206K | 0.13% | 95 |
|
|
2018
Q3 | $623K | Sell |
9,158
-123
| -1% | -$8.37K | 0.11% | 103 |
|
|
2018
Q2 | $622K | Sell |
9,281
-292
| -3% | -$19.6K | 0.12% | 93 |
|
|
2018
Q1 | $667K | Buy |
9,573
+454
| +5% | +$31.6K | 0.13% | 84 |
|
|
2017
Q4 | $641K | Buy |
9,119
+396
| +5% | +$27.8K | 0.14% | 75 |
|
|
2017
Q3 | $597K | Sell |
8,723
-310
| -3% | -$21.2K | 0.14% | 76 |
|
|
2017
Q2 | $589K | Sell |
9,033
-361
| -4% | -$23.5K | 0.14% | 76 |
|
|
2017
Q1 | $585K | Sell |
9,394
-1,430
| -13% | -$89.1K | 0.15% | 75 |
|
|
2016
Q4 | $625K | Buy |
10,824
+296
| +3% | +$17.1K | 0.15% | 68 |
|
|
2016
Q3 | $623K | Sell |
10,528
-2,363
| -18% | -$140K | 0.16% | 61 |
|
|
2016
Q2 | $720K | Sell |
12,891
-323
| -2% | -$18K | 0.19% | 58 |
|
|
2016
Q1 | $755K | Sell |
13,214
-6,577
| -33% | -$376K | 0.18% | 61 |
|
|
2015
Q4 | $1.16M | Sell |
19,791
-8,699
| -31% | -$511K | 0.28% | 46 |
|
|
2015
Q3 | $1.63M | Sell |
28,490
-4,413
| -13% | -$253K | 0.39% | 37 |
|
|
2015
Q2 | $2.09M | Sell |
32,903
-202
| -0.6% | -$12.8K | 0.49% | 28 |
|
|
2015
Q1 | $2.12M | Sell |
33,105
-1,571
| -5% | -$101K | 0.51% | 29 |
|
|
2014
Q4 | $2.11M | Buy |
34,676
+3,206
| +10% | +$195K | 0.52% | 29 |
|
|
2014
Q3 | $2.02M | Buy |
31,470
+615
| +2% | +$39.4K | 0.49% | 30 |
|
|
2014
Q2 | $2.11M | Buy |
30,855
+3,712
| +14% | +$254K | 0.52% | 28 |
|
|
2014
Q1 | $1.82M | Buy |
27,143
+2,602
| +11% | +$175K | 0.48% | 29 |
|
|
2013
Q4 | $1.65M | Buy |
24,541
+2,564
| +12% | +$172K | 0.47% | 27 |
|
|
2013
Q3 | $1.4M | Sell |
21,977
-41
| -0.2% | -$2.62K | 0.44% | 26 |
|
|
2013
Q2 | $1.26M | Buy |
+22,018
| New | +$1.26M | 0.42% | 23 |
|