Financial Perspectives’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 | $309K | Buy |
3,461
+426
| +14% | +$38.1K | 0.09% | 118 |
|
|
2025
Q1 | $248K | Hold |
3,035
| – | – | 0.08% | 125 |
|
|
2024
Q4 | $230K | Buy |
3,035
+2
| +0.1% | +$151 | 0.08% | 130 |
|
|
2024
Q3 | $254K | Hold |
3,033
| – | – | 0.09% | 125 |
|
|
2024
Q2 | $238K | Buy |
3,033
+79
| +3% | +$6.19K | 0.09% | 127 |
|
|
2024
Q1 | $236K | Sell |
2,954
-80
| -3% | -$6.39K | 0.09% | 126 |
|
|
2023
Q4 | $229K | Buy |
3,034
+5
| +0.2% | +$377 | 0.09% | 131 |
|
|
2023
Q3 | $209K | Hold |
3,029
| – | – | 0.1% | 121 |
|
|
2023
Q2 | $220K | Buy |
3,029
+6
| +0.2% | +$435 | 0.1% | 122 |
|
|
2023
Q1 | $216K | Hold |
3,023
| – | – | 0.1% | 113 |
|
|
2022
Q4 | $198K | Sell |
3,023
-285
| -9% | -$18.7K | 0.1% | 120 |
|
|
2022
Q3 | $185K | Hold |
3,308
| – | – | 0.1% | 122 |
|
|
2022
Q2 | $207K | Buy |
3,308
+11
| +0.3% | +$687 | 0.12% | 114 |
|
|
2022
Q1 | $243K | Sell |
3,297
-99
| -3% | -$7.29K | 0.11% | 114 |
|
|
2021
Q4 | $267K | Buy |
3,396
+43
| +1% | +$3.38K | 0.13% | 101 |
|
|
2021
Q3 | $262K | Hold |
3,353
| – | – | 0.13% | 103 |
|
|
2021
Q2 | $264K | Sell |
3,353
-213,045
| -98% | -$16.8M | 0.13% | 108 |
|
|
2021
Q1 | $2.85M | Buy |
216,398
+213,546
| +7,488% | +$2.81M | 0.14% | 118 |
|
|
2020
Q4 | $208K | Buy |
2,852
+1
| +0% | +$73 | 0.12% | 113 |
|
|
2020
Q3 | $181K | Hold |
2,851
| – | – | 0.12% | 105 |
|
|
2020
Q2 | $174K | Sell |
2,851
-2,223
| -44% | -$135K | 0.12% | 98 |
|
|
2020
Q1 | $271K | Hold |
5,074
| – | – | 0.22% | 60 |
|
|
2019
Q4 | $352K | Buy |
+5,074
| New | +$352K | 0.24% | 52 |
|