Kingsview Wealth Management’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 | $2.65M | Sell |
29,694
-336
| -1% | -$30K | 0.04% | 381 |
|
|
2025
Q1 | $2.45M | Sell |
30,030
-277
| -0.9% | -$22.6K | 0.05% | 347 |
|
|
2024
Q4 | $2.29M | Sell |
30,307
-10,548
| -26% | -$798K | 0.04% | 359 |
|
|
2024
Q3 | $3.42M | Buy |
40,855
+1,801
| +5% | +$151K | 0.07% | 250 |
|
|
2024
Q2 | $3.06M | Sell |
39,054
-908
| -2% | -$71.1K | 0.07% | 254 |
|
|
2024
Q1 | $3.19M | Buy |
39,962
+352
| +0.9% | +$28.1K | 0.08% | 238 |
|
|
2023
Q4 | $2.98M | Buy |
39,610
+2,353
| +6% | +$177K | 0.09% | 208 |
|
|
2023
Q3 | $2.57M | Buy |
37,257
+5,083
| +16% | +$350K | 0.09% | 231 |
|
|
2023
Q2 | $2.33M | Buy |
32,174
+4,670
| +17% | +$339K | 0.09% | 222 |
|
|
2023
Q1 | $1.97M | Buy |
27,504
+6,472
| +31% | +$463K | 0.08% | 243 |
|
|
2022
Q4 | $1.38M | Sell |
21,032
-2,926
| -12% | -$192K | 0.06% | 289 |
|
|
2022
Q3 | $1.34M | Sell |
23,958
-1,282
| -5% | -$71.8K | 0.06% | 276 |
|
|
2022
Q2 | $1.58M | Buy |
25,240
+3,650
| +17% | +$228K | 0.08% | 257 |
|
|
2022
Q1 | $1.59M | Sell |
21,590
-2,054
| -9% | -$151K | 0.07% | 285 |
|
|
2021
Q4 | $1.86M | Sell |
23,644
-17
| -0.1% | -$1.34K | 0.08% | 256 |
|
|
2021
Q3 | $1.85M | Buy |
23,661
+675
| +3% | +$52.7K | 0.09% | 241 |
|
|
2021
Q2 | $1.82M | Buy |
22,986
+2,993
| +15% | +$237K | 0.09% | 241 |
|
|
2021
Q1 | $1.54M | Buy |
19,993
+3,145
| +19% | +$242K | 0.09% | 239 |
|
|
2020
Q4 | $1.23M | Buy |
16,848
+1,773
| +12% | +$129K | 0.09% | 235 |
|
|
2020
Q3 | $960K | Sell |
15,075
-572
| -4% | -$36.4K | 0.09% | 231 |
|
|
2020
Q2 | $952K | Sell |
15,647
-132
| -0.8% | -$8.03K | 0.1% | 211 |
|
|
2020
Q1 | $844K | Sell |
15,779
-4,852
| -24% | -$260K | 0.11% | 200 |
|
|
2019
Q4 | $1.43M | Buy |
20,631
+287
| +1% | +$19.9K | 0.18% | 153 |
|
|
2019
Q3 | $1.33M | Buy |
20,344
+1,941
| +11% | +$127K | 0.21% | 136 |
|
|
2019
Q2 | $1.21M | Sell |
18,403
-7,785
| -30% | -$512K | 0.2% | 131 |
|
|
2019
Q1 | $1.7M | Buy |
26,188
+11,305
| +76% | +$733K | 0.26% | 110 |
|
|
2018
Q4 | $875K | Buy |
14,883
+3,462
| +30% | +$204K | 0.19% | 142 |
|
|
2018
Q3 | $777K | Buy |
11,421
+2,565
| +29% | +$175K | 0.16% | 175 |
|
|
2018
Q2 | $593K | Sell |
8,856
-894
| -9% | -$59.9K | 0.14% | 178 |
|
|
2018
Q1 | $679K | Sell |
9,750
-291
| -3% | -$20.3K | 0.17% | 162 |
|
|
2017
Q4 | $706K | Buy |
10,041
+1,059
| +12% | +$74.5K | 0.25% | 124 |
|
|
2017
Q3 | $615K | Buy |
8,982
+3,250
| +57% | +$223K | 0.27% | 119 |
|
|
2017
Q2 | $374K | Buy |
+5,732
| New | +$374K | 0.19% | 152 |
|