Financial Synergies Wealth Advisors’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 | $2.7M | Buy |
30,193
+415
| +1% | +$37.1K | 0.29% | 32 |
|
|
2025
Q1 | $2.43M | Sell |
29,778
-247
| -0.8% | -$20.2K | 0.3% | 31 |
|
|
2024
Q4 | $2.27M | Buy |
30,025
+1,462
| +5% | +$111K | 0.28% | 31 |
|
|
2024
Q3 | $2.39M | Sell |
28,563
-212
| -0.7% | -$17.7K | 0.3% | 29 |
|
|
2024
Q2 | $2.25M | Buy |
28,775
+226
| +0.8% | +$17.7K | 0.3% | 29 |
|
|
2024
Q1 | $2.28M | Sell |
28,549
-3,728
| -12% | -$298K | 0.3% | 31 |
|
|
2023
Q4 | $2.12M | Buy |
32,277
+3,666
| +13% | +$241K | 0.33% | 31 |
|
|
2023
Q3 | $1.97M | Sell |
28,611
-237
| -0.8% | -$16.3K | 0.28% | 29 |
|
|
2023
Q2 | $2.09M | Sell |
28,848
-991
| -3% | -$71.8K | 0.29% | 30 |
|
|
2023
Q1 | $2.13M | Sell |
29,839
-2,438
| -8% | -$174K | 0.31% | 31 |
|
|
2022
Q4 | $2.12M | Buy |
32,277
+79
| +0.2% | +$5.19K | 0.33% | 31 |
|
|
2022
Q3 | $1.8M | Buy |
32,198
+74
| +0.2% | +$4.15K | 0.31% | 28 |
|
|
2022
Q2 | $2.01M | Sell |
32,124
-1,204
| -4% | -$75.2K | 0.33% | 26 |
|
|
2022
Q1 | $2.45M | Sell |
33,328
-1,184
| -3% | -$87.1K | 0.39% | 24 |
|
|
2021
Q4 | $2.72M | Buy |
34,512
+356
| +1% | +$28K | 0.37% | 24 |
|
|
2021
Q3 | $2.66M | Sell |
34,156
-201
| -0.6% | -$15.7K | 0.36% | 22 |
|
|
2021
Q2 | $2.71M | Buy |
34,357
+1,222
| +4% | +$96.4K | 0.37% | 22 |
|
|
2021
Q1 | $2.51M | Sell |
33,135
-228
| -0.7% | -$17.3K | 0.37% | 24 |
|
|
2020
Q4 | $2.43M | Sell |
33,363
-96
| -0.3% | -$7K | 0.38% | 24 |
|
|
2020
Q3 | $2.13M | Sell |
33,459
-15,004
| -31% | -$955K | 0.55% | 25 |
|
|
2020
Q2 | $2.95M | Buy |
+48,463
| New | +$2.95M | 1% | 16 |
|