Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Sell |
10,231
-594
| -5% | -$53.1K | 0.11% | 153 |
|
|
2025
Q1 | $885K | Sell |
10,825
-991
| -8% | -$81K | 0.13% | 136 |
|
|
2024
Q4 | $893K | Buy |
+11,816
| New | +$893K | 0.13% | 127 |
|
|
2022
Q1 | $508K | Buy |
6,904
+461
| +7% | +$33.9K | 0.1% | 171 |
|
|
2021
Q4 | $507K | Buy |
6,443
+442
| +7% | +$34.8K | 0.09% | 202 |
|
|
2021
Q3 | $468K | Sell |
6,001
-20
| -0.3% | -$1.56K | 0.1% | 174 |
|
|
2021
Q2 | $475K | Buy |
6,021
+238
| +4% | +$18.8K | 0.1% | 169 |
|
|
2021
Q1 | $438K | Sell |
5,783
-1
| -0% | -$76 | 0.14% | 113 |
|
|
2020
Q4 | $422K | Sell |
5,784
-2,154
| -27% | -$157K | 0.12% | 142 |
|
|
2020
Q3 | $505K | Buy |
7,938
+2,247
| +39% | +$143K | 0.17% | 100 |
|
|
2020
Q2 | $346K | Sell |
5,691
-2,472
| -30% | -$150K | 0.11% | 123 |
|
|
2020
Q1 | $436K | Buy |
+8,163
| New | +$436K | 0.19% | 79 |
|
|
2019
Q4 | – | Sell |
-9,184
| Closed | -$599K | – | 275 |
|
|
2019
Q3 | $599K | Sell |
9,184
-146
| -2% | -$9.52K | 0.2% | 92 |
|
|
2019
Q2 | $613K | Sell |
9,330
-3,358
| -26% | -$221K | 0.19% | 101 |
|
|
2019
Q1 | $823K | Buy |
+12,688
| New | +$823K | 0.27% | 77 |
|