GA
GoalVest Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8K | Hold |
188
| – | – | ﹤0.01% | 284 |
|
|
2025
Q1 | $15.4K | Sell |
188
-334
| -64% | -$27.3K | ﹤0.01% | 250 |
|
|
2024
Q4 | $39.5K | Hold |
522
| – | – | 0.01% | 201 |
|
|
2024
Q3 | $43.7K | Hold |
522
| – | – | 0.01% | 200 |
|
|
2024
Q2 | $40.9K | Sell |
522
-1,882
| -78% | -$147K | 0.01% | 187 |
|
|
2024
Q1 | $192K | Sell |
2,404
-4,398
| -65% | -$351K | 0.06% | 106 |
|
|
2023
Q4 | $513K | Sell |
6,802
-11,950
| -64% | -$900K | 0.23% | 52 |
|
|
2023
Q3 | $1.29M | Buy |
18,752
+5,891
| +46% | +$406K | 0.65% | 17 |
|
|
2023
Q2 | $932K | Buy |
12,861
+12,340
| +2,369% | +$895K | 0.48% | 35 |
|
|
2023
Q1 | $37.3K | Sell |
521
-70
| -12% | -$5.01K | 0.02% | 125 |
|
|
2022
Q4 | $38.8K | Sell |
591
-100
| -14% | -$6.56K | 0.03% | 119 |
|
|
2022
Q3 | $39K | Sell |
691
-1,285
| -65% | -$72.5K | 0.03% | 124 |
|
|
2022
Q2 | $121K | Hold |
1,976
| – | – | 0.08% | 121 |
|
|
2022
Q1 | $145K | Buy |
+1,976
| New | +$145K | 0.08% | 118 |
|
|
2021
Q2 | $162K | Sell |
2,056
-558
| -21% | -$44K | 0.1% | 120 |
|
|
2021
Q1 | $198K | Sell |
2,614
-982
| -27% | -$74.4K | 0.15% | 104 |
|
|
2020
Q4 | $262K | Buy |
+3,596
| New | +$262K | 0.22% | 86 |
|