Financial Advisors Network’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 | $8.69M | Sell |
97,203
-404
| -0.4% | -$36.1K | 1.31% | 18 |
|
2025
Q1 | $7.98M | Sell |
97,607
-504
| -0.5% | -$41.2K | 1.32% | 17 |
|
2024
Q4 | $7.42M | Buy |
+98,111
| New | +$7.42M | 1.23% | 20 |
|
2023
Q4 | $7.7M | Sell |
102,163
-8,784
| -8% | -$662K | 1.55% | 18 |
|
2023
Q3 | $7.65M | Buy |
+110,947
| New | +$7.65M | 1.72% | 17 |
|
2022
Q4 | $8.24M | Sell |
125,463
-3,364
| -3% | -$221K | 2.18% | 12 |
|
2022
Q3 | $7.22M | Sell |
128,827
-6,282
| -5% | -$352K | 2.13% | 14 |
|
2022
Q2 | $8.44M | Buy |
135,109
+68,015
| +101% | +$4.25M | 2.36% | 10 |
|
2022
Q1 | $4.94M | Sell |
67,094
-279
| -0.4% | -$20.5K | 1.22% | 18 |
|
2021
Q4 | $5.3M | Buy |
67,373
+1,665
| +3% | +$131K | 1.19% | 18 |
|
2021
Q3 | $5.35M | Sell |
65,708
-801
| -1% | -$65.2K | 1.23% | 18 |
|
2021
Q2 | $5.25M | Sell |
66,509
-603
| -0.9% | -$47.6K | 1.55% | 17 |
|
2021
Q1 | $5.09M | Buy |
67,112
+35
| +0.1% | +$2.66K | 1.64% | 17 |
|
2020
Q4 | $4.89M | Sell |
67,077
-539
| -0.8% | -$39.3K | 1.68% | 16 |
|
2020
Q3 | $4.3M | Sell |
67,616
-2,747
| -4% | -$175K | 1.69% | 15 |
|
2020
Q2 | $4.28M | Buy |
70,363
+56,736
| +416% | +$3.45M | 1.75% | 12 |
|
2020
Q1 | $728K | Sell |
13,627
-5,365
| -28% | -$287K | 0.35% | 46 |
|
2019
Q4 | $1.32M | Buy |
18,992
+211
| +1% | +$14.7K | 0.6% | 33 |
|
2019
Q3 | $1.23M | Hold |
18,781
| – | – | 0.63% | 32 |
|
2019
Q2 | $1.18M | Buy |
18,781
+159
| +0.9% | +$9.98K | 0.63% | 33 |
|
2019
Q1 | $1.18M | Sell |
18,622
-177
| -0.9% | -$11.2K | 0.68% | 27 |
|
2018
Q4 | $1.11M | Buy |
+18,799
| New | +$1.11M | 0.69% | 27 |
|
2017
Q1 | – | Sell |
-497
| Closed | -$29.6K | – | 193 |
|
2016
Q4 | $29.6K | Buy |
+497
| New | +$29.6K | 0.03% | 166 |
|