IFWM
Institute for Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
3,773
+350
| +10% | +$31.3K | 0.04% | 402 |
|
|
2025
Q1 | $280K | Sell |
3,423
-24
| -0.7% | -$1.96K | 0.04% | 429 |
|
|
2024
Q4 | $261K | Buy |
3,447
+263
| +8% | +$19.9K | 0.03% | 430 |
|
|
2024
Q3 | $266K | Sell |
3,184
-9
| -0.3% | -$753 | 0.03% | 448 |
|
|
2024
Q2 | $250K | Hold |
3,193
| – | – | 0.03% | 431 |
|
|
2024
Q1 | $255K | Buy |
3,193
+487
| +18% | +$38.9K | 0.03% | 422 |
|
|
2023
Q4 | $204K | Buy |
+2,706
| New | +$204K | 0.03% | 457 |
|
|
2023
Q3 | – | Sell |
-4,145
| Closed | -$301K | – | 455 |
|
|
2023
Q2 | $301K | Buy |
4,145
+51
| +1% | +$3.7K | 0.05% | 358 |
|
|
2023
Q1 | $293K | Sell |
4,094
-32
| -0.8% | -$2.29K | 0.06% | 356 |
|
|
2022
Q4 | $271K | Sell |
4,126
-17
| -0.4% | -$1.12K | 0.06% | 363 |
|
|
2022
Q3 | $232K | Hold |
4,143
| – | – | 0.05% | 388 |
|
|
2022
Q2 | $259K | Buy |
4,143
+361
| +10% | +$22.6K | 0.05% | 428 |
|
|
2022
Q1 | $278K | Buy |
3,782
+285
| +8% | +$20.9K | 0.05% | 442 |
|
|
2021
Q4 | $275K | Buy |
3,497
+451
| +15% | +$35.5K | 0.04% | 398 |
|
|
2021
Q3 | $238K | Buy |
3,046
+164
| +6% | +$12.8K | 0.04% | 423 |
|
|
2021
Q2 | $227K | Hold |
2,882
| – | – | 0.04% | 435 |
|
|
2021
Q1 | $219K | Sell |
2,882
-1,069
| -27% | -$81.2K | 0.04% | 425 |
|
|
2020
Q4 | $288K | Sell |
3,951
-147
| -4% | -$10.7K | 0.06% | 351 |
|
|
2020
Q3 | $261K | Hold |
4,098
| – | – | 0.06% | 340 |
|
|
2020
Q2 | $249K | Buy |
4,098
+9
| +0.2% | +$547 | 0.06% | 355 |
|
|
2020
Q1 | $219K | Sell |
4,089
-1,052
| -20% | -$56.3K | 0.07% | 346 |
|
|
2019
Q4 | $357K | Sell |
5,141
-422
| -8% | -$29.3K | 0.08% | 309 |
|
|
2019
Q3 | $363K | Buy |
5,563
+1,830
| +49% | +$119K | 0.09% | 289 |
|
|
2019
Q2 | $245K | Sell |
3,733
-2,029
| -35% | -$133K | 0.05% | 395 |
|
|
2019
Q1 | $374K | Buy |
+5,762
| New | +$374K | 0.08% | 288 |
|
|
2018
Q1 | – | Sell |
-10,221
| Closed | -$716K | – | 292 |
|
|
2017
Q4 | $716K | Buy |
+10,221
| New | +$716K | 0.17% | 179 |
|
|
2017
Q3 | – | Sell |
-3,151
| Closed | -$206K | – | 282 |
|
|
2017
Q2 | $206K | Buy |
+3,151
| New | +$206K | 0.06% | 374 |
|
|
2014
Q4 | – | Sell |
-58,811
| Closed | -$3.77M | – | 31 |
|
|
2014
Q3 | $3.77M | Sell |
58,811
-10,262
| -15% | -$659K | 3.59% | 7 |
|
|
2014
Q2 | $4.72M | Buy |
69,073
+7,481
| +12% | +$512K | 4.09% | 6 |
|
|
2014
Q1 | $4.14M | Sell |
61,592
-11,270
| -15% | -$757K | 3.54% | 5 |
|
|
2013
Q4 | $4.89M | Sell |
72,862
-8,753
| -11% | -$587K | 3.52% | 6 |
|
|
2013
Q3 | $5.21M | Buy |
81,615
+79,004
| +3,026% | +$5.04M | 3.58% | 6 |
|
|
2013
Q2 | $150K | Buy |
+2,611
| New | +$150K | 0.12% | 38 |
|