Forum Financial Management’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 | $502K | Hold |
5,613
| – | – | 0.01% | 406 |
|
|
2025
Q1 | $459K | Buy |
5,613
+2
| +0% | +$163 | 0.01% | 405 |
|
|
2024
Q4 | $424K | Hold |
5,611
| – | – | 0.01% | 445 |
|
|
2024
Q3 | $469K | Sell |
5,611
-662
| -11% | -$55.4K | 0.01% | 349 |
|
|
2024
Q2 | $491K | Sell |
6,273
-3,510
| -36% | -$275K | 0.01% | 311 |
|
|
2024
Q1 | $781K | Sell |
9,783
-1,041
| -10% | -$83.1K | 0.01% | 227 |
|
|
2023
Q4 | $816K | Buy |
10,824
+153
| +1% | +$11.5K | 0.02% | 191 |
|
|
2023
Q3 | $735K | Sell |
10,671
-1,400
| -12% | -$96.5K | 0.02% | 203 |
|
|
2023
Q2 | $875K | Sell |
12,071
-2,688
| -18% | -$195K | 0.02% | 176 |
|
|
2023
Q1 | $1.06M | Buy |
14,759
+91
| +0.6% | +$6.51K | 0.03% | 134 |
|
|
2022
Q4 | $963K | Hold |
14,668
| – | – | 0.03% | 138 |
|
|
2022
Q3 | $822K | Buy |
14,668
+505
| +4% | +$28.3K | 0.04% | 133 |
|
|
2022
Q2 | $885K | Buy |
14,163
+1,420
| +11% | +$88.7K | 0.04% | 134 |
|
|
2022
Q1 | $937K | Hold |
12,743
| – | – | 0.05% | 134 |
|
|
2021
Q4 | $1M | Buy |
+12,743
| New | +$1M | 0.05% | 129 |
|