Foundations Investment 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 | $1.38M | Buy |
15,395
+9,295
| +152% | +$831K | 0.02% | 365 |
|
|
2025
Q1 | $499K | Buy |
6,100
+130
| +2% | +$10.6K | 0.01% | 583 |
|
|
2024
Q4 | $451K | Sell |
5,970
-7,296
| -55% | -$552K | 0.01% | 558 |
|
|
2024
Q3 | $1.11M | Buy |
13,266
+7,713
| +139% | +$645K | 0.02% | 348 |
|
|
2024
Q2 | $435K | Sell |
5,553
-48
| -0.9% | -$3.76K | 0.01% | 525 |
|
|
2024
Q1 | $447K | Sell |
5,601
-436
| -7% | -$34.8K | 0.01% | 490 |
|
|
2023
Q4 | $457K | Sell |
6,037
-392
| -6% | -$29.7K | 0.01% | 457 |
|
|
2023
Q3 | $443K | Buy |
6,429
+948
| +17% | +$65.3K | 0.01% | 418 |
|
|
2023
Q2 | $397K | Buy |
5,481
+249
| +5% | +$18.1K | 0.01% | 408 |
|
|
2023
Q1 | $374K | Buy |
5,232
+497
| +10% | +$35.5K | 0.01% | 366 |
|
|
2022
Q4 | $311K | Sell |
4,735
-25,650
| -84% | -$1.68M | 0.01% | 338 |
|
|
2022
Q3 | $1.7M | Sell |
30,385
-4,267
| -12% | -$239K | 0.07% | 114 |
|
|
2022
Q2 | $2.13M | Buy |
34,652
+1,043
| +3% | +$64K | 0.09% | 93 |
|
|
2022
Q1 | $2.42M | Buy |
33,609
+25,981
| +341% | +$1.87M | 0.09% | 87 |
|
|
2021
Q4 | $608K | Sell |
7,628
-388
| -5% | -$30.9K | 0.02% | 176 |
|
|
2021
Q3 | $625K | Sell |
8,016
-242
| -3% | -$18.9K | 0.03% | 150 |
|
|
2021
Q2 | $657K | Buy |
8,258
+298
| +4% | +$23.7K | 0.03% | 134 |
|
|
2021
Q1 | $615K | Buy |
7,960
+1,135
| +17% | +$87.7K | 0.04% | 121 |
|
|
2020
Q4 | $517K | Buy |
6,825
+1,026
| +18% | +$77.7K | 0.03% | 115 |
|
|
2020
Q3 | $370K | Sell |
5,799
-58,875
| -91% | -$3.76M | 0.08% | 124 |
|
|
2020
Q2 | $4M | Buy |
+64,674
| New | +$4M | 0.35% | 24 |
|