Financial Management Professionals’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 | $429K | Buy |
4,804
+4,717
| +5,422% | +$422K | 0.05% | 102 |
|
|
2025
Q1 | $7.13K | Buy |
87
+34
| +64% | +$2.79K | ﹤0.01% | 582 |
|
|
2024
Q4 | $4.03K | Sell |
53
-599
| -92% | -$45.5K | ﹤0.01% | 646 |
|
|
2024
Q3 | $54K | Buy |
652
+629
| +2,735% | +$52.1K | 0.01% | 260 |
|
|
2024
Q2 | $2K | Buy |
23
+5
| +28% | +$435 | ﹤0.01% | 693 |
|
|
2024
Q1 | $1K | Buy |
18
+9
| +100% | +$500 | ﹤0.01% | 836 |
|
|
2023
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 829 |
|
|
2023
Q3 | $1K | Buy |
9
+6
| +200% | +$667 | ﹤0.01% | 775 |
|
|
2023
Q2 | $0 | Sell |
3
-6
| -67% | – | ﹤0.01% | 962 |
|
|
2023
Q1 | $1K | Sell |
9
-18
| -67% | -$2K | ﹤0.01% | 870 |
|
|
2022
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 727 |
|
|
2022
Q3 | $2K | Sell |
27
-5
| -16% | -$370 | ﹤0.01% | 729 |
|
|
2022
Q2 | $2K | Buy |
32
+5
| +19% | +$313 | ﹤0.01% | 739 |
|
|
2022
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 764 |
|
|
2021
Q4 | $2K | Buy |
27
+1
| +4% | +$74 | ﹤0.01% | 711 |
|
|
2021
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 708 |
|
|
2021
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 668 |
|
|
2021
Q1 | $2K | Sell |
26
-50
| -66% | -$3.85K | ﹤0.01% | 571 |
|
|
2020
Q4 | $6K | Sell |
76
-685
| -90% | -$54.1K | ﹤0.01% | 423 |
|
|
2020
Q3 | $48K | Hold |
761
| – | – | 0.02% | 210 |
|
|
2020
Q2 | $46K | Sell |
761
-130
| -15% | -$7.86K | 0.02% | 216 |
|
|
2020
Q1 | $48K | Buy |
891
+334
| +60% | +$18K | 0.02% | 90 |
|
|
2019
Q4 | $39K | Buy |
557
+489
| +719% | +$34.2K | 0.01% | 113 |
|
|
2019
Q3 | $4K | Hold |
68
| – | – | ﹤0.01% | 218 |
|
|
2019
Q2 | $4K | Hold |
68
| – | – | ﹤0.01% | 242 |
|
|
2019
Q1 | $4K | Sell |
68
-1,092
| -94% | -$64.2K | ﹤0.01% | 202 |
|
|
2018
Q4 | $68K | Hold |
1,160
| – | – | 0.04% | 66 |
|
|
2018
Q3 | $79K | Sell |
1,160
-549
| -32% | -$37.4K | 0.03% | 69 |
|
|
2018
Q2 | $114K | Buy |
1,709
+38
| +2% | +$2.54K | 0.05% | 58 |
|
|
2018
Q1 | $116K | Hold |
1,671
| – | – | 0.06% | 58 |
|
|
2017
Q4 | $117K | Buy |
1,671
+409
| +32% | +$28.6K | 0.05% | 52 |
|
|
2017
Q3 | $86K | Hold |
1,262
| – | – | 0.04% | 59 |
|
|
2017
Q2 | $82K | Buy |
1,262
+109
| +9% | +$7.08K | 0.04% | 64 |
|
|
2017
Q1 | $71K | Hold |
1,153
| – | – | 0.04% | 68 |
|
|
2016
Q4 | $66K | Buy |
1,153
+77
| +7% | +$4.41K | 0.03% | 75 |
|
|
2016
Q3 | $63K | Sell |
1,076
-12
| -1% | -$703 | 0.03% | 83 |
|
|
2016
Q2 | $60K | Buy |
1,088
+30
| +3% | +$1.65K | 0.03% | 80 |
|
|
2016
Q1 | $60K | Hold |
1,058
| – | – | 0.03% | 67 |
|
|
2015
Q4 | $62K | Hold |
1,058
| – | – | 0.03% | 67 |
|
|
2015
Q3 | $61K | Buy |
1,058
+1,008
| +2,016% | +$58.1K | 0.04% | 78 |
|
|
2015
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 221 |
|
|
2015
Q1 | $3K | Sell |
50
-917
| -95% | -$55K | ﹤0.01% | 238 |
|
|
2014
Q4 | $59K | Hold |
967
| – | – | 0.03% | 85 |
|
|
2014
Q3 | $62K | Hold |
967
| – | – | 0.04% | 78 |
|
|
2014
Q2 | $66K | Hold |
967
| – | – | 0.04% | 69 |
|
|
2014
Q1 | $65K | Hold |
967
| – | – | 0.04% | 73 |
|
|
2013
Q4 | $65K | Sell |
967
-134
| -12% | -$9.01K | 0.04% | 68 |
|
|
2013
Q3 | $70K | Hold |
1,101
| – | – | 0.04% | 67 |
|
|
2013
Q2 | $63K | Buy |
+1,101
| New | +$63K | 0.05% | 69 |
|