Fi3 Financial Advisors’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 | $5.42M | Sell |
60,592
-2,046
| -3% | -$183K | 1.95% | 10 |
|
|
2025
Q1 | $5.12M | Sell |
62,638
-483
| -0.8% | -$39.5K | 2.08% | 11 |
|
|
2024
Q4 | $4.77M | Sell |
63,121
-1,723
| -3% | -$130K | 1.79% | 11 |
|
|
2024
Q3 | $5.42M | Sell |
64,844
-1,769
| -3% | -$148K | 2.16% | 11 |
|
|
2024
Q2 | $5.22M | Buy |
66,613
+14
| +0% | +$1.1K | 2.3% | 11 |
|
|
2024
Q1 | $5.26M | Sell |
66,599
-3,783
| -5% | -$299K | 2.42% | 10 |
|
|
2023
Q4 | $5.3M | Sell |
70,382
-878
| -1% | -$66.2K | 2.53% | 10 |
|
|
2023
Q3 | $4.91M | Sell |
71,260
-597
| -0.8% | -$41.1K | 2.64% | 10 |
|
|
2023
Q2 | $5.21M | Sell |
71,857
-4,798
| -6% | -$348K | 2.73% | 10 |
|
|
2023
Q1 | $5.48M | Sell |
76,655
-6,912
| -8% | -$494K | 2.92% | 8 |
|
|
2022
Q4 | $5.49M | Sell |
83,567
-22,915
| -22% | -$1.5M | 3.14% | 7 |
|
|
2022
Q3 | $5.96M | Sell |
106,482
-75,578
| -42% | -$4.23M | 5.43% | 6 |
|
|
2022
Q2 | $11.2M | Buy |
182,060
+86,065
| +90% | +$5.28M | 9.22% | 5 |
|
|
2022
Q1 | $7.07M | Sell |
95,995
-15,287
| -14% | -$1.13M | 5.49% | 6 |
|
|
2021
Q4 | $8.76M | Buy |
111,282
+45,227
| +68% | +$3.56M | 5.73% | 7 |
|
|
2021
Q3 | $5.15M | Buy |
66,055
+296
| +0.5% | +$23.1K | 3.42% | 9 |
|
|
2021
Q2 | $5.29M | Buy |
65,759
+9,648
| +17% | +$776K | 3.63% | 9 |
|
|
2021
Q1 | $4.26M | Buy |
+56,111
| New | +$4.26M | 3.66% | 10 |
|