Larson Financial 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 | $2.53M | Sell |
28,331
-4,401
| -13% | -$393K | 0.1% | 184 |
|
|
2025
Q1 | $2.68M | Sell |
32,732
-11,150
| -25% | -$911K | 0.13% | 149 |
|
|
2024
Q4 | $3.32M | Sell |
43,882
-2,071
| -5% | -$157K | 0.17% | 108 |
|
|
2024
Q3 | $3.84M | Sell |
45,953
-24,911
| -35% | -$2.08M | 0.22% | 93 |
|
|
2024
Q2 | $5.55M | Sell |
70,864
-7,943
| -10% | -$622K | 0.38% | 52 |
|
|
2024
Q1 | $6.29M | Buy |
78,807
+7,706
| +11% | +$615K | 0.49% | 42 |
|
|
2023
Q4 | $5.36M | Sell |
71,101
-2,461
| -3% | -$185K | 0.47% | 44 |
|
|
2023
Q3 | $5.07M | Sell |
73,562
-275
| -0.4% | -$19K | 0.5% | 45 |
|
|
2023
Q2 | $5.35M | Buy |
73,837
+34,929
| +90% | +$2.53M | 0.53% | 42 |
|
|
2023
Q1 | $2.78M | Buy |
38,908
+606
| +2% | +$43.3K | 0.3% | 61 |
|
|
2022
Q4 | $2.51M | Sell |
38,302
-7,709
| -17% | -$506K | 0.3% | 68 |
|
|
2022
Q3 | $2.58M | Buy |
46,011
+7,440
| +19% | +$417K | 0.37% | 49 |
|
|
2022
Q2 | $2.41M | Buy |
38,571
+183
| +0.5% | +$11.4K | 0.42% | 40 |
|
|
2022
Q1 | $2.83M | Sell |
38,388
-722
| -2% | -$53.1K | 0.45% | 39 |
|
|
2021
Q4 | $3.08M | Buy |
39,110
+505
| +1% | +$39.7K | 0.49% | 40 |
|
|
2021
Q3 | $3.01M | Buy |
38,605
+237
| +0.6% | +$18.5K | 0.6% | 33 |
|
|
2021
Q2 | $3.03M | Sell |
38,368
-74
| -0.2% | -$5.84K | 0.7% | 29 |
|
|
2021
Q1 | $2.92M | Sell |
38,442
-969
| -2% | -$73.5K | 0.86% | 25 |
|
|
2020
Q4 | $2.88M | Sell |
39,411
-3,740
| -9% | -$273K | 0.98% | 25 |
|
|
2020
Q3 | $2.75M | Sell |
43,151
-5,311
| -11% | -$338K | 1.13% | 24 |
|
|
2020
Q2 | $2.95M | Buy |
48,462
+28,017
| +137% | +$1.71M | 1.4% | 23 |
|
|
2020
Q1 | $1.09M | Buy |
20,445
+19,547
| +2,177% | +$1.04M | 0.68% | 34 |
|
|
2019
Q4 | $62K | Buy |
898
+223
| +33% | +$15.4K | 0.04% | 137 |
|
|
2019
Q3 | $44K | Buy |
675
+3
| +0.4% | +$196 | 0.03% | 157 |
|
|
2019
Q2 | $44K | Buy |
672
+10
| +2% | +$655 | 0.03% | 131 |
|
|
2019
Q1 | $43K | Hold |
662
| – | – | 0.03% | 124 |
|
|
2018
Q4 | $39K | Buy |
+662
| New | +$39K | 0.04% | 122 |
|