Frank Rimerman 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 | $1.74M | Buy |
19,461
+1
| +0% | +$89 | 0.12% | 136 |
|
|
2025
Q1 | $1.59M | Hold |
19,460
| – | – | 0.13% | 131 |
|
|
2024
Q4 | $1.47M | Hold |
19,460
| – | – | 0.11% | 140 |
|
|
2024
Q3 | $1.63M | Hold |
19,460
| – | – | 0.12% | 142 |
|
|
2024
Q2 | $1.52M | Sell |
19,460
-501
| -3% | -$39.2K | 0.11% | 151 |
|
|
2024
Q1 | $1.59M | Hold |
19,961
| – | – | 0.31% | 39 |
|
|
2023
Q4 | $1.5M | Buy |
19,961
+796
| +4% | +$60K | 0.31% | 37 |
|
|
2023
Q3 | $1.32M | Hold |
19,165
| – | – | 0.32% | 37 |
|
|
2023
Q2 | $1.39M | Sell |
19,165
-372
| -2% | -$27K | 0.33% | 36 |
|
|
2023
Q1 | $1.4M | Buy |
19,537
+50
| +0.3% | +$3.58K | 0.39% | 37 |
|
|
2022
Q4 | $1.28M | Hold |
19,487
| – | – | 0.4% | 35 |
|
|
2022
Q3 | $1.09M | Hold |
19,487
| – | – | 0.39% | 36 |
|
|
2022
Q2 | $1.22M | Sell |
19,487
-1,269
| -6% | -$79.3K | 0.47% | 29 |
|
|
2022
Q1 | $1.53M | Sell |
20,756
-700
| -3% | -$51.5K | 0.49% | 28 |
|
|
2021
Q4 | $1.69M | Hold |
21,456
| – | – | 0.57% | 25 |
|
|
2021
Q3 | $1.67M | Hold |
21,456
| – | – | 0.65% | 24 |
|
|
2021
Q2 | $1.69M | Sell |
21,456
-3,552
| -14% | -$280K | 0.66% | 23 |
|
|
2021
Q1 | $1.9M | Hold |
25,008
| – | – | 0.84% | 21 |
|
|
2020
Q4 | $1.82M | Buy |
+25,008
| New | +$1.82M | 0.83% | 23 |
|