Lutz Financial Services’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 | $298K | Hold |
3,338
| – | – | 0.02% | 85 |
|
|
2025
Q1 | $273K | Sell |
3,338
-18
| -0.5% | -$1.47K | 0.02% | 83 |
|
|
2024
Q4 | $254K | Hold |
3,356
| – | – | 0.02% | 85 |
|
|
2024
Q3 | $281K | Hold |
3,356
| – | – | 0.02% | 80 |
|
|
2024
Q2 | $263K | Hold |
3,356
| – | – | 0.02% | 82 |
|
|
2024
Q1 | $268K | Sell |
3,356
-9
| -0.3% | -$719 | 0.02% | 80 |
|
|
2023
Q4 | $254K | Hold |
3,365
| – | – | 0.02% | 80 |
|
|
2023
Q3 | $232K | Sell |
3,365
-96
| -3% | -$6.62K | 0.03% | 75 |
|
|
2023
Q2 | $251K | Buy |
3,461
+67
| +2% | +$4.86K | 0.03% | 75 |
|
|
2023
Q1 | $243K | Sell |
3,394
-912
| -21% | -$65.2K | 0.03% | 74 |
|
|
2022
Q4 | $283K | Hold |
4,306
| – | – | 0.03% | 69 |
|
|
2022
Q3 | $241K | Hold |
4,306
| – | – | 0.03% | 67 |
|
|
2022
Q2 | $269K | Buy |
+4,306
| New | +$269K | 0.04% | 64 |
|
|
2020
Q2 | – | Sell |
-17,917
| Closed | -$958K | – | 59 |
|
|
2020
Q1 | $958K | Sell |
17,917
-30,770
| -63% | -$1.65M | 0.21% | 46 |
|
|
2019
Q4 | $3.38M | Buy |
48,687
+43
| +0.1% | +$2.99K | 0.6% | 33 |
|
|
2019
Q3 | $3.17M | Sell |
48,644
-693
| -1% | -$45.2K | 0.61% | 32 |
|
|
2019
Q2 | $3.24M | Sell |
49,337
-39
| -0.1% | -$2.56K | 0.63% | 32 |
|
|
2019
Q1 | $3.2M | Sell |
49,376
-5,051
| -9% | -$328K | 0.65% | 27 |
|
|
2018
Q4 | $3.2M | Buy |
54,427
+5,449
| +11% | +$320K | 0.71% | 29 |
|
|
2018
Q3 | $3.33M | Buy |
48,978
+11,315
| +30% | +$769K | 0.74% | 24 |
|
|
2018
Q2 | $2.52M | Sell |
37,663
-385
| -1% | -$25.8K | 0.72% | 23 |
|
|
2018
Q1 | $2.65M | Sell |
38,048
-169
| -0.4% | -$11.8K | 0.78% | 23 |
|
|
2017
Q4 | $2.69M | Buy |
+38,217
| New | +$2.69M | 0.78% | 24 |
|