GHP 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 | $439K | Buy |
4,908
+9
| +0.2% | +$805 | 0.02% | 311 |
|
|
2025
Q1 | $400K | Sell |
4,899
-302
| -6% | -$24.7K | 0.02% | 315 |
|
|
2024
Q4 | $393K | Buy |
5,201
+146
| +3% | +$11K | 0.02% | 317 |
|
|
2024
Q3 | $423K | Sell |
5,055
-1,490
| -23% | -$125K | 0.02% | 316 |
|
|
2024
Q2 | $513K | Sell |
6,545
-139
| -2% | -$10.9K | 0.03% | 295 |
|
|
2024
Q1 | $534K | Sell |
6,684
-61
| -0.9% | -$4.87K | 0.03% | 306 |
|
|
2023
Q4 | $508K | Buy |
6,745
+1,907
| +39% | +$144K | 0.03% | 304 |
|
|
2023
Q3 | $331K | Sell |
4,838
-42
| -0.9% | -$2.87K | 0.02% | 330 |
|
|
2023
Q2 | $352K | Sell |
4,880
-1,404
| -22% | -$101K | 0.02% | 330 |
|
|
2023
Q1 | $449K | Hold |
6,284
| – | – | 0.03% | 308 |
|
|
2022
Q4 | $412K | Sell |
6,284
-763
| -11% | -$50.1K | 0.03% | 312 |
|
|
2022
Q3 | $395K | Buy |
7,047
+940
| +15% | +$52.7K | 0.03% | 304 |
|
|
2022
Q2 | $382K | Buy |
6,107
+724
| +13% | +$45.3K | 0.03% | 306 |
|
|
2022
Q1 | $396K | Buy |
5,383
+197
| +4% | +$14.5K | 0.03% | 303 |
|
|
2021
Q4 | $408K | Buy |
5,186
+749
| +17% | +$58.9K | 0.03% | 262 |
|
|
2021
Q3 | $346K | Buy |
4,437
+461
| +12% | +$35.9K | 0.03% | 258 |
|
|
2021
Q2 | $314K | Buy |
3,976
+256
| +7% | +$20.2K | 0.03% | 260 |
|
|
2021
Q1 | $282K | Hold |
3,720
| – | – | 0.02% | 262 |
|
|
2020
Q4 | $271K | Sell |
3,720
-97
| -3% | -$7.07K | 0.03% | 258 |
|
|
2020
Q3 | $243K | Sell |
3,817
-931
| -20% | -$59.3K | 0.03% | 251 |
|
|
2020
Q2 | $289K | Buy |
4,748
+109
| +2% | +$6.64K | 0.04% | 243 |
|
|
2020
Q1 | $248K | Sell |
4,639
-116
| -2% | -$6.2K | 0.04% | 253 |
|
|
2019
Q4 | $330K | Sell |
4,755
-503
| -10% | -$34.9K | 0.04% | 260 |
|
|
2019
Q3 | $343K | Buy |
5,258
+835
| +19% | +$54.5K | 0.04% | 256 |
|
|
2019
Q2 | $291K | Hold |
4,423
| – | – | 0.04% | 276 |
|
|
2019
Q1 | $287K | Hold |
4,423
| – | – | 0.04% | 278 |
|
|
2018
Q4 | $260K | Buy |
4,423
+800
| +22% | +$47K | 0.04% | 262 |
|
|
2018
Q3 | $246K | Hold |
3,623
| – | – | 0.03% | 277 |
|
|
2018
Q2 | $243K | Sell |
3,623
-295
| -8% | -$19.8K | 0.03% | 269 |
|
|
2018
Q1 | $273K | Hold |
3,918
| – | – | 0.04% | 262 |
|
|
2017
Q4 | $275K | Sell |
3,918
-822
| -17% | -$57.7K | 0.04% | 267 |
|
|
2017
Q3 | $325K | Sell |
4,740
-1,162
| -20% | -$79.7K | 0.05% | 256 |
|
|
2017
Q2 | $385K | Buy |
5,902
+28
| +0.5% | +$1.83K | 0.06% | 249 |
|
|
2017
Q1 | $366K | Buy |
5,874
+665
| +13% | +$41.4K | 0.06% | 245 |
|
|
2016
Q4 | $301K | Sell |
5,209
-1,659
| -24% | -$95.9K | 0.06% | 255 |
|
|
2016
Q3 | $406K | Buy |
6,868
+20
| +0.3% | +$1.18K | 0.08% | 226 |
|
|
2016
Q2 | $382K | Hold |
6,848
| – | – | 0.08% | 231 |
|
|
2016
Q1 | $391K | Hold |
6,848
| – | – | 0.09% | 220 |
|
|
2015
Q4 | $402K | Hold |
6,848
| – | – | 0.1% | 213 |
|
|
2015
Q3 | $393K | Hold |
6,848
| – | – | 0.1% | 203 |
|
|
2015
Q2 | $438K | Hold |
6,848
| – | – | 0.11% | 191 |
|
|
2015
Q1 | $439K | Buy |
6,848
+19
| +0.3% | +$1.22K | 0.11% | 191 |
|
|
2014
Q4 | $415K | Sell |
6,829
-70
| -1% | -$4.25K | 0.11% | 193 |
|
|
2014
Q3 | $442K | Hold |
6,899
| – | – | 0.13% | 173 |
|
|
2014
Q2 | $472K | Hold |
6,899
| – | – | 0.14% | 170 |
|
|
2014
Q1 | $464K | Buy |
6,899
+149
| +2% | +$10K | 0.15% | 162 |
|
|
2013
Q4 | $453K | Sell |
6,750
-900
| -12% | -$60.4K | 0.15% | 159 |
|
|
2013
Q3 | $488K | Hold |
7,650
| – | – | 0.18% | 144 |
|
|
2013
Q2 | $438K | Buy |
+7,650
| New | +$438K | 0.17% | 141 |
|