Lifeworks Advisors’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 | $810K | Hold |
9,063
| – | – | 0.12% | 149 |
|
|
2025
Q1 | $741K | Buy |
9,063
+1,398
| +18% | +$114K | 0.12% | 149 |
|
|
2024
Q4 | $580K | Sell |
7,665
-1,000
| -12% | -$75.6K | 0.1% | 152 |
|
|
2024
Q3 | $725K | Hold |
8,665
| – | – | 0.14% | 138 |
|
|
2024
Q2 | $679K | Hold |
8,665
| – | – | 0.19% | 112 |
|
|
2024
Q1 | $692K | Buy |
8,665
+1,300
| +18% | +$104K | 0.19% | 110 |
|
|
2023
Q4 | $555K | Sell |
7,365
-4,500
| -38% | -$339K | 0.19% | 108 |
|
|
2023
Q3 | $818K | Sell |
11,865
-1,130
| -9% | -$77.9K | 0.32% | 88 |
|
|
2023
Q2 | $942K | Sell |
12,995
-500
| -4% | -$36.3K | 0.4% | 78 |
|
|
2023
Q1 | $965K | Sell |
13,495
-200
| -1% | -$14.3K | 0.46% | 79 |
|
|
2022
Q4 | $899K | Buy |
13,695
+400
| +3% | +$26.3K | 0.51% | 70 |
|
|
2022
Q3 | $789K | Sell |
13,295
-967
| -7% | -$57.4K | 0.45% | 78 |
|
|
2022
Q2 | $891K | Sell |
14,262
-1,200
| -8% | -$75K | 0.56% | 59 |
|
|
2022
Q1 | $1.14M | Sell |
15,462
-25,200
| -62% | -$1.85M | 0.75% | 39 |
|
|
2021
Q4 | $3.2M | Buy |
+40,662
| New | +$3.2M | 2.55% | 10 |
|