Leith Wheeler Investment Counsel’s iShares MSCI EAFE ETF EFA Stock Holding History

Leith Wheeler Investment Counsel’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.65M	Sell	18,491 -3,603	-16%	-$322K	0.12%	54
2025 Q1	$1.81M	Buy	22,094 +318	+1%	+$26K	0.13%	55
2024 Q4	$1.65M	Hold	21,776	–	–	0.12%	55
2024 Q3	$1.82M	Buy	21,776 +541	+3%	+$45.2K	0.13%	55
2024 Q2	$1.66M	Hold	21,235	–	–	0.14%	53
2024 Q1	$1.7M	Hold	21,235	–	–	0.16%	53
2023 Q4	$1.6M	Hold	21,235	–	–	0.18%	50
2023 Q3	$1.46M	Buy	21,235 +440	+2%	+$30.3K	0.19%	51
2023 Q2	$1.51M	Sell	20,795 -673	-3%	-$48.8K	0.2%	53
2023 Q1	$1.54M	Sell	21,468 -492	-2%	-$35.2K	0.23%	48
2022 Q4	$1.44M	Sell	21,960 -780	-3%	-$51.2K	0.22%	49
2022 Q3	$1.27M	Hold	22,740	–	–	0.21%	48
2022 Q2	$1.83M	Buy	+22,740	New	+$1.83M	0.24%	44
2021 Q4	–	Sell	-5,775	Closed	-$451K	–	47
2021 Q3	$451K	Hold	5,775	–	–	0.07%	40
2021 Q2	$456K	Sell	5,775 -83	-1%	-$6.55K	0.07%	38
2021 Q1	$444K	Buy	5,858 +83	+1%	+$6.29K	0.07%	37
2020 Q4	$536K	Hold	5,775	–	–	0.08%	33
2020 Q3	$368K	Hold	5,775	–	–	0.08%	35
2020 Q2	$352K	Sell	5,775 -5,200	-47%	-$317K	0.09%	33
2020 Q1	$587K	Sell	10,975 -6,225	-36%	-$333K	0.18%	31
2019 Q4	$1.19M	Sell	17,200 -203	-1%	-$14.1K	0.3%	28
2019 Q3	$1.14M	Hold	17,403	–	–	0.33%	23
2019 Q2	$1.14M	Hold	17,403	–	–	0.35%	22
2019 Q1	$1.13M	Sell	17,403 -194	-1%	-$12.6K	0.35%	23
2018 Q4	$1.03M	Buy	17,597 +695	+4%	+$40.8K	0.39%	22
2018 Q3	$1.15M	Hold	16,902	–	–	0.34%	23
2018 Q2	$1.13M	Hold	16,902	–	–	0.39%	25
2018 Q1	$1.18M	Hold	16,902	–	–	1.13%	24
2017 Q4	$1.19M	Sell	16,902 -256	-1%	-$18K	2.07%	23
2017 Q3	$1.17M	Hold	17,158	–	–	0.49%	24
2017 Q2	$1.12M	Hold	17,158	–	–	0.5%	20
2017 Q1	$1.07M	Sell	17,158 -1,200	-7%	-$74.8K	0.71%	20
2016 Q4	$1.42M	Buy	+18,358	New	+$1.42M	0.91%	3
2016 Q3	–	Sell	-18,358	Closed	-$1.33M	–	13
2016 Q2	$1.33M	Buy	+18,358	New	+$1.33M	0.92%	3
2016 Q1	–	Sell	-17,758	Closed	-$1.44M	–	15
2015 Q4	$1.44M	Buy	+17,758	New	+$1.44M	1.12%	2