HBW Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20,853
| Closed | -$1.37M | – | 267 |
|
|
2022
Q4 | $1.37M | Hold |
20,853
| – | – | 0.36% | 79 |
|
|
2022
Q3 | $1.17M | Buy |
20,853
+769
| +4% | +$43.1K | 0.33% | 88 |
|
|
2022
Q2 | $1.26M | Buy |
20,084
+1,875
| +10% | +$117K | 0.32% | 86 |
|
|
2022
Q1 | $1.34M | Sell |
18,209
-431
| -2% | -$31.7K | 0.47% | 70 |
|
|
2021
Q4 | $1.47M | Buy |
18,640
+209
| +1% | +$16.4K | 0.34% | 76 |
|
|
2021
Q3 | $1.44M | Sell |
18,431
-1,344
| -7% | -$105K | 0.37% | 74 |
|
|
2021
Q2 | $1.56M | Sell |
19,775
-2,333
| -11% | -$184K | 0.41% | 71 |
|
|
2021
Q1 | $1.68M | Sell |
22,108
-1,064
| -5% | -$80.7K | 0.45% | 73 |
|
|
2020
Q4 | $1.69M | Buy |
23,172
+307
| +1% | +$22.4K | 0.51% | 65 |
|
|
2020
Q3 | $1.46M | Sell |
22,865
-2,159
| -9% | -$137K | 0.6% | 61 |
|
|
2020
Q2 | $1.52M | Buy |
25,024
+12,295
| +97% | +$748K | 0.71% | 52 |
|
|
2020
Q1 | $692K | Buy |
+12,729
| New | +$692K | 0.5% | 62 |
|