Evoke Wealth’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 | $1.55M | Buy |
17,378
+2,884
| +20% | +$258K | 0.04% | 182 |
|
|
2025
Q1 | $1.18M | Buy |
14,494
+947
| +7% | +$77.4K | 0.03% | 178 |
|
|
2024
Q4 | $1.02M | Buy |
13,547
+3,716
| +38% | +$281K | 0.03% | 187 |
|
|
2024
Q3 | $822K | Buy |
+9,831
| New | +$822K | 0.02% | 198 |
|
|
2024
Q2 | – | Sell |
-18,441
| Closed | -$1.47M | – | 186 |
|
|
2024
Q1 | $1.47M | Buy |
+18,441
| New | +$1.47M | 0.04% | 140 |
|
|
2023
Q4 | – | Sell |
-26,777
| Closed | -$1.85M | – | 169 |
|
|
2023
Q3 | $1.85M | Buy |
26,777
+3,661
| +16% | +$252K | 0.06% | 123 |
|
|
2023
Q2 | $1.68M | Buy |
23,116
+126
| +0.5% | +$9.14K | 0.06% | 122 |
|
|
2023
Q1 | $1.64M | Hold |
22,990
| – | – | 0.06% | 122 |
|
|
2022
Q4 | $1.51M | Sell |
22,990
-5,488
| -19% | -$360K | 0.05% | 133 |
|
|
2022
Q3 | $1.6M | Sell |
28,478
-344
| -1% | -$19.3K | 0.06% | 113 |
|
|
2022
Q2 | $1.8M | Sell |
28,822
-2,038
| -7% | -$127K | 0.07% | 114 |
|
|
2022
Q1 | $2.27M | Buy |
30,860
+2,133
| +7% | +$157K | 0.07% | 109 |
|
|
2021
Q4 | $2.27M | Sell |
28,727
-1,022
| -3% | -$80.6K | 0.07% | 115 |
|
|
2021
Q3 | $2.32M | Buy |
29,749
+1,545
| +5% | +$120K | 0.09% | 112 |
|
|
2021
Q2 | $2.23M | Buy |
28,204
+5,534
| +24% | +$437K | 0.08% | 116 |
|
|
2021
Q1 | $1.72M | Buy |
22,670
+13,582
| +149% | +$1.03M | 0.08% | 115 |
|
|
2020
Q4 | $663K | Buy |
9,088
+59
| +0.7% | +$4.3K | 0.04% | 126 |
|
|
2020
Q3 | $575K | Sell |
9,029
-315
| -3% | -$20.1K | 0.05% | 121 |
|
|
2020
Q2 | $569K | Sell |
9,344
-304
| -3% | -$18.5K | 0.06% | 104 |
|
|
2020
Q1 | $516K | Buy |
+9,648
| New | +$516K | 0.07% | 96 |
|
|
2019
Q4 | – | Sell |
-12,160
| Closed | -$793K | – | 1305 |
|
|
2019
Q3 | $793K | Buy |
+12,160
| New | +$793K | 0.1% | 111 |
|