IA
IFP Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.1M | Sell |
258,511
-6,975
| -3% | -$623K | 0.66% | 22 |
|
|
2025
Q1 | $21.7M | Buy |
265,486
+19,800
| +8% | +$1.62M | 0.67% | 21 |
|
|
2024
Q4 | $18.6M | Sell |
245,686
-14,044
| -5% | -$1.06M | 0.61% | 29 |
|
|
2024
Q3 | $21.7M | Sell |
259,730
-4,582
| -2% | -$383K | 0.78% | 16 |
|
|
2024
Q2 | $20.7M | Buy |
264,312
+113,118
| +75% | +$8.86M | 0.82% | 18 |
|
|
2024
Q1 | $12.1M | Buy |
151,194
+4,465
| +3% | +$357K | 0.53% | 40 |
|
|
2023
Q4 | $11.1M | Sell |
146,729
-146,486
| -50% | -$11M | 0.52% | 36 |
|
|
2023
Q3 | $20.2M | Sell |
293,215
-52,007
| -15% | -$3.58M | 0.91% | 13 |
|
|
2023
Q2 | $25M | Buy |
345,222
+51,233
| +17% | +$3.71M | 1.05% | 10 |
|
|
2023
Q1 | $15.8M | Buy |
293,989
+62,583
| +27% | +$3.36M | 0.69% | 23 |
|
|
2022
Q4 | $12.4M | Buy |
231,406
+177,185
| +327% | +$9.53M | 0.33% | 52 |
|
|
2022
Q3 | $2.96M | Buy |
54,221
+2,590
| +5% | +$141K | 0.08% | 281 |
|
|
2022
Q2 | $2.79M | Hold |
51,631
| – | – | 0.09% | 263 |
|
|
2022
Q1 | $2.79M | Sell |
51,631
-48,952
| -49% | -$2.65M | 0.09% | 263 |
|
|
2021
Q4 | $7.95M | Sell |
100,583
-187,674
| -65% | -$14.8M | 0.16% | 76 |
|
|
2021
Q3 | $22.5M | Sell |
288,257
-21,191
| -7% | -$1.66M | 0.45% | 22 |
|
|
2021
Q2 | $24.4M | Sell |
309,448
-15,478
| -5% | -$1.22M | 0.5% | 20 |
|
|
2021
Q1 | $24.6M | Buy |
324,926
+74,677
| +30% | +$5.66M | 0.48% | 22 |
|
|
2020
Q4 | $18.3M | Buy |
250,249
+25,469
| +11% | +$1.86M | 0.74% | 15 |
|
|
2020
Q3 | $14.3M | Buy |
224,780
+187,469
| +502% | +$11.9M | 0.85% | 16 |
|
|
2020
Q2 | $2.27M | Sell |
37,311
-1,974
| -5% | -$120K | 0.18% | 125 |
|
|
2020
Q1 | $2.14M | Buy |
39,285
+7,159
| +22% | +$389K | 0.22% | 109 |
|
|
2019
Q4 | $2.24M | Sell |
32,126
-6,729
| -17% | -$469K | 0.17% | 140 |
|
|
2019
Q3 | $2.52M | Buy |
+38,855
| New | +$2.52M | 0.17% | 138 |
|
|
2019
Q1 | $2.78M | Sell |
42,868
-17,619
| -29% | -$1.14M | 0.38% | 52 |
|
|
2018
Q4 | $3.55M | Sell |
60,487
-18,119
| -23% | -$1.06M | 0.22% | 106 |
|
|
2018
Q3 | $5.34M | Sell |
78,606
-3,856
| -5% | -$262K | 0.22% | 100 |
|
|
2018
Q2 | $5.52M | Sell |
82,462
-108,267
| -57% | -$7.25M | 0.23% | 100 |
|
|
2018
Q1 | $13.4M | Hold |
190,729
| – | – | 0.61% | 22 |
|
|
2017
Q4 | $13.4M | Buy |
190,729
+2,141
| +1% | +$151K | 0.61% | 21 |
|
|
2017
Q3 | $12.9M | Buy |
188,588
+9,637
| +5% | +$660K | 0.51% | 31 |
|
|
2017
Q2 | $11.7M | Buy |
178,951
+24,878
| +16% | +$1.62M | 0.49% | 32 |
|
|
2017
Q1 | $9.6M | Buy |
154,073
+110,153
| +251% | +$6.86M | 0.42% | 45 |
|
|
2016
Q4 | $2.54M | Sell |
43,920
-212,268
| -83% | -$12.3M | 0.12% | 185 |
|
|
2016
Q3 | $15.1M | Buy |
256,188
+182,917
| +250% | +$10.8M | 0.79% | 14 |
|
|
2016
Q2 | $4.09M | Buy |
73,271
+30,403
| +71% | +$1.7M | 0.23% | 87 |
|
|
2016
Q1 | $2.78M | Sell |
42,868
-22,160
| -34% | -$1.44M | 0.38% | 52 |
|
|
2015
Q4 | $3.82M | Buy |
+65,028
| New | +$3.82M | 0.26% | 83 |
|