FSA
Financial Services Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
16,947
-809
| -5% | -$72.3K | 0.73% | 23 |
|
|
2025
Q1 | $1.45M | Sell |
17,756
-499
| -3% | -$40.8K | 0.55% | 25 |
|
|
2024
Q4 | $1.38M | Buy |
18,255
+1,672
| +10% | +$126K | 0.32% | 37 |
|
|
2024
Q3 | $1.39M | Buy |
16,583
+453
| +3% | +$37.9K | 0.34% | 37 |
|
|
2024
Q2 | $1.26M | Buy |
16,130
+663
| +4% | +$51.9K | 0.35% | 33 |
|
|
2024
Q1 | $1.24M | Buy |
15,467
+4,113
| +36% | +$328K | 0.31% | 39 |
|
|
2023
Q4 | $856K | Sell |
11,354
-3,160
| -22% | -$238K | 0.24% | 44 |
|
|
2023
Q3 | $1M | Sell |
14,514
-45,542
| -76% | -$3.14M | 0.49% | 27 |
|
|
2023
Q2 | $4.35M | Buy |
60,056
+10,973
| +22% | +$796K | 1.8% | 13 |
|
|
2023
Q1 | $3.51M | Sell |
49,083
-7,774
| -14% | -$556K | 2.3% | 11 |
|
|
2022
Q4 | $3.73M | Buy |
+56,857
| New | +$3.73M | 2.41% | 10 |
|
|
2021
Q3 | – | Sell |
-15,620
| Closed | -$1.23M | – | 49 |
|
|
2021
Q2 | $1.23M | Buy |
+15,620
| New | +$1.23M | 0.53% | 23 |
|