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 | – | Sell |
-3,274
| Closed | -$268K | – | 80 |
|
|
2025
Q1 | $268K | Hold |
3,274
| – | – | 0.05% | 69 |
|
|
2024
Q4 | $248K | Hold |
3,274
| – | – | 0.05% | 72 |
|
|
2024
Q3 | $274K | Buy |
3,274
+263
| +9% | +$22K | 0.05% | 69 |
|
|
2024
Q2 | $236K | Hold |
3,011
| – | – | 0.05% | 68 |
|
|
2024
Q1 | $240K | Hold |
3,011
| – | – | 0.05% | 67 |
|
|
2023
Q4 | $227K | Hold |
3,011
| – | – | 0.05% | 68 |
|
|
2023
Q3 | $208K | Hold |
3,011
| – | – | 0.05% | 70 |
|
|
2023
Q2 | $218K | Hold |
3,011
| – | – | 0.05% | 72 |
|
|
2023
Q1 | $215K | Buy |
+3,011
| New | +$215K | 0.05% | 72 |
|
|
2022
Q4 | – | Sell |
-4,425
| Closed | -$247K | – | 82 |
|
|
2022
Q3 | $247K | Hold |
4,425
| – | – | 0.09% | 61 |
|
|
2022
Q2 | $277K | Sell |
4,425
-4,554
| -51% | -$285K | 0.1% | 60 |
|
|
2022
Q1 | $661K | Sell |
8,979
-219
| -2% | -$16.1K | 0.21% | 33 |
|
|
2021
Q4 | $724K | Hold |
9,198
| – | – | 0.22% | 32 |
|
|
2021
Q3 | $718K | Hold |
9,198
| – | – | 0.24% | 32 |
|
|
2021
Q2 | $726K | Buy |
9,198
+252
| +3% | +$19.9K | 0.25% | 30 |
|
|
2021
Q1 | $679K | Hold |
8,946
| – | – | 0.27% | 27 |
|
|
2020
Q4 | $653K | Hold |
8,946
| – | – | 0.29% | 26 |
|
|
2020
Q3 | $569K | Buy |
8,946
+626
| +8% | +$39.8K | 0.3% | 27 |
|
|
2020
Q2 | $506K | Sell |
8,320
-2,952
| -26% | -$180K | 0.28% | 31 |
|
|
2020
Q1 | $603K | Hold |
11,272
| – | – | 0.41% | 19 |
|
|
2019
Q4 | $783K | Sell |
11,272
-11
| -0.1% | -$764 | 0.44% | 17 |
|
|
2019
Q3 | $736K | Buy |
11,283
+11
| +0.1% | +$718 | 0.45% | 17 |
|
|
2019
Q2 | $741K | Hold |
11,272
| – | – | 0.48% | 15 |
|
|
2019
Q1 | $731K | Sell |
11,272
-4
| -0% | -$259 | 0.5% | 16 |
|
|
2018
Q4 | $663K | Buy |
+11,276
| New | +$663K | 0.54% | 14 |
|