Frontier Wealth 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
2022
Q2
$362K Sell
5,796
-9,592
-62% -$599K 0.03% 279
2022
Q1
$1.1M Buy
15,388
+560
+4% +$40.1K 0.01% 170
2021
Q4
$1.17M Buy
14,828
+3,043
+26% +$239K 0.08% 165
2021
Q3
$919K Buy
11,785
+186
+2% +$14.5K 0.06% 191
2021
Q2
$915K Sell
11,599
-137
-1% -$10.8K 0.06% 191
2021
Q1
$890K Buy
11,736
+670
+6% +$50.8K 0.07% 181
2020
Q4
$807K Buy
11,066
+1,567
+16% +$114K 0.07% 176
2020
Q3
$605K Sell
9,499
-405
-4% -$25.8K 0.06% 192
2020
Q2
$603K Sell
9,904
-195
-2% -$11.9K 0.06% 191
2020
Q1
$540K Sell
10,099
-2,984
-23% -$160K 0.09% 173
2019
Q4
$909K Sell
13,083
-370
-3% -$25.7K 0.15% 125
2019
Q3
$877K Sell
13,453
-256
-2% -$16.7K 0.13% 133
2019
Q2
$901K Buy
13,709
+980
+8% +$64.4K 0.13% 128
2019
Q1
$826K Sell
12,729
-20,004
-61% -$1.3M 0.11% 162
2018
Q4
$1.92M Sell
32,733
-369
-1% -$21.7K 0.29% 83
2018
Q3
$2.25M Sell
33,102
-3,663
-10% -$249K 0.21% 76
2018
Q2
$2.46M Buy
36,765
+4,239
+13% +$284K 0.35% 67
2018
Q1
$2.27M Buy
32,526
+11,138
+52% +$776K 0.32% 78
2017
Q4
$1.5M Sell
21,388
-2,226
-9% -$157K 0.24% 99
2017
Q3
$1.62M Sell
23,614
-314
-1% -$21.5K 0.23% 103
2017
Q2
$1.56M Sell
23,928
-1,485
-6% -$96.8K 0.24% 103
2017
Q1
$1.58M Sell
25,413
-9,035
-26% -$563K 0.24% 103
2016
Q4
$1.99M Sell
34,448
-1,327
-4% -$76.6K 0.33% 89
2016
Q3
$2.12M Sell
35,775
-13,260
-27% -$784K 0.32% 84
2016
Q2
$2.74M Sell
49,035
-3,435
-7% -$192K 0.44% 59
2016
Q1
$3M Sell
52,470
-782
-1% -$44.7K 0.25% 55
2015
Q4
$3.13M Buy
53,252
+9,627
+22% +$565K 0.5% 50
2015
Q3
$2.5M Buy
43,625
+8,542
+24% +$490K 0.39% 64
2015
Q2
$2.23M Buy
35,083
+4,748
+16% +$301K 0.34% 68
2015
Q1
$1.95M Buy
30,335
+11,896
+65% +$764K 0.31% 59
2014
Q4
$1.12M Buy
+18,439
New +$1.12M 0.21% 74