Financial Engines Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154M | Buy |
1,718,617
+247,337
| +17% | +$22.1M | 0.31% | 32 |
|
|
2025
Q1 | $120M | Sell |
1,471,280
-96,131
| -6% | -$7.86M | 0.26% | 32 |
|
|
2024
Q4 | $119M | Sell |
1,567,411
-4,204
| -0.3% | -$318K | 0.25% | 35 |
|
|
2024
Q3 | $131M | Sell |
1,571,615
-85,250
| -5% | -$7.13M | 0.27% | 33 |
|
|
2024
Q2 | $130M | Sell |
1,656,865
-10,411
| -0.6% | -$815K | 0.29% | 34 |
|
|
2024
Q1 | $133M | Sell |
1,667,276
-27,997
| -2% | -$2.24M | 0.3% | 34 |
|
|
2023
Q4 | $128M | Buy |
1,695,273
+30,306
| +2% | +$2.28M | 0.3% | 34 |
|
|
2023
Q3 | $115M | Sell |
1,664,967
-31,091
| -2% | -$2.14M | 0.3% | 34 |
|
|
2023
Q2 | $123M | Sell |
1,696,058
-111,701
| -6% | -$8.1M | 0.31% | 33 |
|
|
2023
Q1 | $129M | Sell |
1,807,759
-40,720
| -2% | -$2.91M | 0.34% | 32 |
|
|
2022
Q4 | $121M | Buy |
1,848,479
+107,962
| +6% | +$7.09M | 0.35% | 33 |
|
|
2022
Q3 | $97.5M | Buy |
1,740,517
+19,410
| +1% | +$1.09M | 0.32% | 36 |
|
|
2022
Q2 | $108M | Buy |
1,721,107
+44,122
| +3% | +$2.76M | 0.33% | 36 |
|
|
2022
Q1 | $123M | Buy |
1,676,985
+508,913
| +44% | +$37.5M | 0.33% | 35 |
|
|
2021
Q4 | $92.1M | Buy |
1,168,072
+3,531
| +0.3% | +$278K | 0.24% | 40 |
|
|
2021
Q3 | $90.8M | Sell |
1,164,541
-19,324
| -2% | -$1.51M | 0.27% | 38 |
|
|
2021
Q2 | $93.4M | Sell |
1,183,865
-17,528
| -1% | -$1.38M | 0.27% | 39 |
|
|
2021
Q1 | $91.2M | Sell |
1,201,393
-75,518
| -6% | -$5.73M | 0.28% | 39 |
|
|
2020
Q4 | $93.2M | Sell |
1,276,911
-178,401
| -12% | -$13M | 0.32% | 40 |
|
|
2020
Q3 | $92.6M | Sell |
1,455,312
-190,286
| -12% | -$12.1M | 0.37% | 37 |
|
|
2020
Q2 | $100M | Sell |
1,645,598
-274,413
| -14% | -$16.7M | 0.44% | 36 |
|
|
2020
Q1 | $103M | Sell |
1,920,011
-215,759
| -10% | -$11.5M | 0.55% | 27 |
|
|
2019
Q4 | $148M | Sell |
2,135,770
-53,551
| -2% | -$3.72M | 0.72% | 23 |
|
|
2019
Q3 | $143M | Buy |
2,189,321
+77,289
| +4% | +$5.04M | 0.77% | 21 |
|
|
2019
Q2 | $139M | Buy |
2,112,032
+6,599
| +0.3% | +$434K | 0.81% | 22 |
|
|
2019
Q1 | $137M | Buy |
2,105,433
+83,228
| +4% | +$5.4M | 0.75% | 22 |
|
|
2018
Q4 | $119M | Buy |
+2,022,205
| New | +$119M | 0.82% | 22 |
|
|
2018
Q2 | – | Sell |
-1,024
| Closed | -$71K | – | 139 |
|
|
2018
Q1 | $71K | Buy |
+1,024
| New | +$71K | ﹤0.01% | 64 |
|