Financial & Tax Architects’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 | $21.1M | Buy |
236,248
+9,032
| +4% | +$807K | 5.13% | 2 |
|
|
2025
Q1 | $18.6M | Buy |
227,216
+221,580
| +3,932% | +$18.1M | 4.66% | 3 |
|
|
2024
Q4 | $426K | Sell |
5,636
-225,665
| -98% | -$17.1M | 0.11% | 91 |
|
|
2024
Q3 | $19.3M | Sell |
231,301
-5,094
| -2% | -$426K | 4.97% | 3 |
|
|
2024
Q2 | $18.5M | Buy |
236,395
+5,597
| +2% | +$438K | 4.96% | 4 |
|
|
2024
Q1 | $18.4M | Buy |
230,798
+109
| +0% | +$8.71K | 5.07% | 2 |
|
|
2023
Q4 | $17.4M | Sell |
230,689
-17,881
| -7% | -$1.35M | 5.14% | 4 |
|
|
2023
Q3 | $17.1M | Sell |
248,570
-2,977
| -1% | -$205K | 5.32% | 4 |
|
|
2023
Q2 | $18.2M | Buy |
251,547
+28,549
| +13% | +$2.07M | 5.63% | 3 |
|
|
2023
Q1 | $15.9M | Buy |
222,998
+25,054
| +13% | +$1.79M | 5.25% | 2 |
|
|
2022
Q4 | $14.1M | Buy |
+197,944
| New | +$14.1M | 4.8% | 2 |
|
|
2022
Q2 | – | Sell |
-5,971
| Closed | -$439K | – | 80 |
|
|
2022
Q1 | $439K | Buy |
5,971
+550
| +10% | +$40.5K | 0.17% | 65 |
|
|
2021
Q4 | $427K | Sell |
5,421
-51,774
| -91% | -$4.07M | 0.17% | 77 |
|
|
2021
Q3 | $4.46M | Buy |
57,195
+11,057
| +24% | +$863K | 2.03% | 12 |
|
|
2021
Q2 | $3.64M | Buy |
46,138
+9,043
| +24% | +$713K | 1.78% | 12 |
|
|
2021
Q1 | $2.81M | Buy |
+37,095
| New | +$2.81M | 1.58% | 26 |
|