Founders Financial Alliance’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 | $180K | Sell |
2,016
-594
| -23% | -$53.1K | 0.04% | 329 |
|
|
2025
Q1 | $213K | Buy |
2,610
+527
| +25% | +$43.1K | 0.05% | 326 |
|
|
2024
Q4 | $158K | Buy |
2,083
+7
| +0.3% | +$529 | 0.04% | 297 |
|
|
2024
Q3 | $174K | Sell |
2,076
-57
| -3% | -$4.77K | 0.05% | 296 |
|
|
2024
Q2 | $167K | Sell |
2,133
-17
| -0.8% | -$1.33K | 0.05% | 282 |
|
|
2024
Q1 | $172K | Sell |
2,150
-33
| -2% | -$2.64K | 0.05% | 277 |
|
|
2023
Q4 | $164K | Sell |
2,183
-12
| -0.5% | -$904 | 0.06% | 257 |
|
|
2023
Q3 | $151K | Sell |
2,195
-7
| -0.3% | -$482 | 0.07% | 242 |
|
|
2023
Q2 | $160K | Buy |
2,202
+1
| +0% | +$73 | 0.06% | 264 |
|
|
2023
Q1 | $157K | Sell |
2,201
-9
| -0.4% | -$644 | 0.08% | 222 |
|
|
2022
Q4 | $145K | Sell |
2,210
-81
| -4% | -$5.32K | 0.07% | 240 |
|
|
2022
Q3 | $128K | Sell |
2,291
-24
| -1% | -$1.34K | 0.07% | 241 |
|
|
2022
Q2 | $145K | Buy |
2,315
+37
| +2% | +$2.32K | 0.07% | 231 |
|
|
2022
Q1 | $168K | Sell |
2,278
-4
| -0.2% | -$295 | 0.07% | 226 |
|
|
2021
Q4 | $180K | Buy |
2,282
+9
| +0.4% | +$710 | 0.07% | 254 |
|
|
2021
Q3 | $178K | Hold |
2,273
| – | – | 0.08% | 230 |
|
|
2021
Q2 | $180K | Buy |
2,273
+7
| +0.3% | +$554 | 0.08% | 244 |
|
|
2021
Q1 | $176K | Sell |
2,266
-63
| -3% | -$4.89K | 0.09% | 230 |
|
|
2020
Q4 | $171K | Sell |
2,329
-4
| -0.2% | -$294 | 0.1% | 204 |
|
|
2020
Q3 | $149K | Buy |
+2,333
| New | +$149K | 0.09% | 197 |
|