FI
Financial Insights’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Sell |
4,144
-603
| -13% | -$53.9K | 0.14% | 81 |
|
|
2025
Q1 | $388K | Buy |
4,747
+427
| +10% | +$34.9K | 0.15% | 70 |
|
|
2024
Q4 | $327K | Sell |
4,320
-10,745
| -71% | -$812K | 0.12% | 80 |
|
|
2024
Q3 | $1.26M | Sell |
15,065
-16,279
| -52% | -$1.36M | 0.4% | 42 |
|
|
2024
Q2 | $2.46M | Buy |
31,344
+1,398
| +5% | +$110K | 0.68% | 30 |
|
|
2024
Q1 | $2.39M | Buy |
29,946
+25,881
| +637% | +$2.07M | 0.67% | 31 |
|
|
2023
Q4 | $306K | Buy |
4,065
+894
| +28% | +$67.4K | 0.1% | 130 |
|
|
2023
Q3 | $212K | Sell |
3,171
-759
| -19% | -$50.8K | 0.08% | 142 |
|
|
2023
Q2 | $285K | Sell |
3,930
-877
| -18% | -$63.6K | 0.1% | 134 |
|
|
2023
Q1 | $344K | Sell |
4,807
-24
| -0.5% | -$1.72K | 0.14% | 119 |
|
|
2022
Q4 | $317K | Sell |
4,831
-266
| -5% | -$17.5K | 0.15% | 114 |
|
|
2022
Q3 | $286K | Sell |
5,097
-250
| -5% | -$14K | 0.19% | 97 |
|
|
2022
Q2 | $334K | Sell |
5,347
-970
| -15% | -$60.6K | 0.34% | 58 |
|
|
2022
Q1 | $465K | Buy |
6,317
+967
| +18% | +$71.2K | 0.43% | 44 |
|
|
2021
Q4 | $421K | Buy |
5,350
+352
| +7% | +$27.7K | 0.36% | 47 |
|
|
2021
Q3 | $390K | Buy |
4,998
+283
| +6% | +$22.1K | 0.36% | 51 |
|
|
2021
Q2 | $3.72M | Buy |
4,715
+388
| +9% | +$306K | 0.31% | 51 |
|
|
2021
Q1 | $328K | Buy |
4,327
+87
| +2% | +$6.6K | 0.24% | 57 |
|
|
2020
Q4 | $309K | Buy |
4,240
+152
| +4% | +$11.1K | 0.24% | 54 |
|
|
2020
Q3 | $260K | Buy |
4,088
+1,915
| +88% | +$122K | 0.22% | 59 |
|
|
2020
Q2 | $244 | Sell |
2,173
-1,817
| -46% | -$204 | 0.22% | 62 |
|
|
2020
Q1 | $213K | Buy |
3,990
+111
| +3% | +$5.93K | 0.22% | 66 |
|
|
2019
Q4 | $269K | Hold |
3,879
| – | – | 0.24% | 62 |
|
|
2019
Q3 | $253K | Hold |
3,879
| – | – | 0.24% | 62 |
|
|
2019
Q2 | $242K | Sell |
3,879
-100
| -3% | -$6.24K | 0.25% | 57 |
|
|
2019
Q1 | $266K | Hold |
3,979
| – | – | 0.28% | 49 |
|
|
2018
Q4 | $249K | Buy |
+3,979
| New | +$249K | 0.28% | 47 |
|