Journey Advisory Group’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 | $1.33M | Buy |
14,859
+8,538
| +135% | +$763K | 0.1% | 146 |
|
|
2025
Q1 | $517K | Sell |
6,321
-700
| -10% | -$57.2K | 0.04% | 189 |
|
|
2024
Q4 | $550K | Hold |
7,021
| – | – | 0.07% | 146 |
|
|
2024
Q3 | $550K | Hold |
7,021
| – | – | 0.07% | 146 |
|
|
2024
Q2 | $550K | Sell |
7,021
-753
| -10% | -$59K | 0.07% | 144 |
|
|
2024
Q1 | $621K | Hold |
7,774
| – | – | 0.08% | 142 |
|
|
2023
Q4 | $586K | Sell |
7,774
-200
| -3% | -$15.1K | 0.08% | 135 |
|
|
2023
Q3 | $550K | Sell |
7,974
-179
| -2% | -$12.3K | 0.08% | 138 |
|
|
2023
Q2 | $591K | Sell |
8,153
-188
| -2% | -$13.6K | 0.09% | 135 |
|
|
2023
Q1 | $597K | Sell |
8,341
-1,121
| -12% | -$80.2K | 0.09% | 139 |
|
|
2022
Q4 | $621K | Sell |
9,462
-7,362
| -44% | -$483K | 0.15% | 118 |
|
|
2022
Q3 | $942K | Sell |
16,824
-500
| -3% | -$28K | 0.24% | 89 |
|
|
2022
Q2 | $1.14M | Buy |
17,324
+310
| +2% | +$20.4K | 0.26% | 83 |
|
|
2022
Q1 | $1.25M | Buy |
17,014
+281
| +2% | +$20.7K | 0.32% | 76 |
|
|
2021
Q4 | $1.32M | Buy |
16,733
+2,288
| +16% | +$180K | 0.36% | 64 |
|
|
2021
Q3 | $1.13M | Buy |
14,445
+3,408
| +31% | +$266K | 0.37% | 64 |
|
|
2021
Q2 | $871K | Buy |
11,037
+858
| +8% | +$67.7K | 0.28% | 79 |
|
|
2021
Q1 | $772K | Buy |
10,179
+353
| +4% | +$26.8K | 0.27% | 87 |
|
|
2020
Q4 | $717K | Buy |
+9,826
| New | +$717K | 0.27% | 80 |
|