HHM Wealth 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 | $293K | Buy |
3,277
+263
| +9% | +$23.5K | 0.03% | 162 |
|
|
2025
Q1 | $246K | Hold |
3,014
| – | – | 0.03% | 163 |
|
|
2024
Q4 | $228K | Hold |
3,014
| – | – | 0.03% | 177 |
|
|
2024
Q3 | $252K | Sell |
3,014
-265
| -8% | -$22.2K | 0.04% | 150 |
|
|
2024
Q2 | $257K | Sell |
3,279
-250
| -7% | -$19.6K | 0.04% | 147 |
|
|
2024
Q1 | $282K | Buy |
3,529
+665
| +23% | +$53.1K | 0.05% | 119 |
|
|
2023
Q4 | $216K | Hold |
2,864
| – | – | 0.04% | 134 |
|
|
2023
Q3 | $197K | Hold |
2,864
| – | – | 0.04% | 129 |
|
|
2023
Q2 | $208K | Buy |
2,864
+155
| +6% | +$11.2K | 0.04% | 135 |
|
|
2023
Q1 | $194K | Buy |
2,709
+1,850
| +215% | +$132K | 0.04% | 130 |
|
|
2022
Q4 | $56.4K | Hold |
859
| – | – | 0.01% | 231 |
|
|
2022
Q3 | $48K | Sell |
859
-811
| -49% | -$45.3K | 0.01% | 240 |
|
|
2022
Q2 | $104K | Hold |
1,670
| – | – | 0.03% | 188 |
|
|
2022
Q1 | $123K | Hold |
1,670
| – | – | 0.03% | 199 |
|
|
2021
Q4 | $131K | Hold |
1,670
| – | – | 0.03% | 185 |
|
|
2021
Q3 | $130K | Hold |
1,670
| – | – | 0.04% | 178 |
|
|
2021
Q2 | $132K | Hold |
1,670
| – | – | 0.04% | 178 |
|
|
2021
Q1 | $127K | Hold |
1,670
| – | – | 0.04% | 160 |
|
|
2020
Q4 | $122K | Sell |
1,670
-215
| -11% | -$15.7K | 0.04% | 151 |
|
|
2020
Q3 | $120K | Buy |
1,885
+459
| +32% | +$29.2K | 0.05% | 130 |
|
|
2020
Q2 | $87K | Hold |
1,426
| – | – | 0.04% | 162 |
|
|
2020
Q1 | $76K | Buy |
+1,426
| New | +$76K | 0.04% | 154 |
|