Ironwood Wealth Management (Arizona)’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 | $1.21M | Sell |
13,524
-17,910
| -57% | -$1.6M | 0.44% | 22 |
|
|
2025
Q1 | $2.57M | Sell |
31,434
-3,891
| -11% | -$318K | 0.79% | 17 |
|
|
2024
Q4 | $2.67M | Buy |
35,325
+1,612
| +5% | +$122K | 0.83% | 18 |
|
|
2024
Q3 | $2.82M | Sell |
33,713
-124
| -0.4% | -$10.4K | 0.85% | 18 |
|
|
2024
Q2 | $2.65M | Sell |
33,837
-158
| -0.5% | -$12.4K | 0.87% | 18 |
|
|
2024
Q1 | $2.71M | Sell |
33,995
-147
| -0.4% | -$11.7K | 0.88% | 18 |
|
|
2023
Q4 | $2.57M | Sell |
34,142
-107
| -0.3% | -$8.06K | 0.86% | 18 |
|
|
2023
Q3 | $2.36M | Sell |
34,249
-49
| -0.1% | -$3.38K | 0.96% | 23 |
|
|
2023
Q2 | $2.49M | Hold |
34,298
| – | – | 0.93% | 20 |
|
|
2023
Q1 | $2.45M | Sell |
34,298
-1,611
| -4% | -$115K | 0.97% | 20 |
|
|
2022
Q4 | $2.36M | Buy |
35,909
+27,046
| +305% | +$1.78M | 0.98% | 20 |
|
|
2022
Q3 | $554K | Hold |
8,863
| – | – | 0.25% | 24 |
|
|
2022
Q2 | $554K | Buy |
8,863
+850
| +11% | +$53.1K | 0.25% | 24 |
|
|
2022
Q1 | $590K | Sell |
8,013
-75
| -0.9% | -$5.52K | 0.24% | 26 |
|
|
2021
Q4 | $636K | Buy |
8,088
+42
| +0.5% | +$3.3K | 0.28% | 21 |
|
|
2021
Q3 | $628K | Buy |
8,046
+65
| +0.8% | +$5.07K | 0.3% | 22 |
|
|
2021
Q2 | $634K | Hold |
7,981
| – | – | 0.37% | 23 |
|
|
2021
Q1 | $606K | Sell |
7,981
-673
| -8% | -$51.1K | 0.39% | 23 |
|
|
2020
Q4 | $631K | Buy |
8,654
+26
| +0.3% | +$1.9K | 0.39% | 23 |
|
|
2020
Q3 | $525K | Hold |
8,628
| – | – | 0.39% | 20 |
|
|
2020
Q2 | $525K | Buy |
8,628
+283
| +3% | +$17.2K | 0.39% | 20 |
|
|
2020
Q1 | $446K | Buy |
8,345
+3,119
| +60% | +$167K | 0.37% | 25 |
|
|
2019
Q4 | $363K | Buy |
5,226
+123
| +2% | +$8.54K | 0.25% | 30 |
|
|
2019
Q3 | $333K | Sell |
5,103
-55
| -1% | -$3.59K | 0.25% | 31 |
|
|
2019
Q2 | $339K | Sell |
5,158
-530
| -9% | -$34.8K | 0.26% | 29 |
|
|
2019
Q1 | $369K | Sell |
5,688
-273
| -5% | -$17.7K | 0.31% | 27 |
|
|
2018
Q4 | $350K | Hold |
5,961
| – | – | 0.34% | 25 |
|
|
2018
Q3 | $405K | Hold |
5,961
| – | – | 0.36% | 22 |
|
|
2018
Q2 | $399K | Buy |
+5,961
| New | +$399K | 0.37% | 23 |
|
|
2017
Q3 | $411K | Buy |
+6,004
| New | +$411K | 0.38% | 22 |
|