MBA 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 | $724K | Hold |
8,100
| – | – | 0.33% | 65 |
|
|
2025
Q1 | $662K | Sell |
8,100
-285
| -3% | -$23.3K | 0.33% | 68 |
|
|
2024
Q4 | $634K | Sell |
8,385
-4,317
| -34% | -$326K | 0.32% | 64 |
|
|
2024
Q3 | $1.06M | Sell |
12,702
-1,923
| -13% | -$161K | 0.51% | 48 |
|
|
2024
Q2 | $1.15M | Hold |
14,625
| – | – | 0.59% | 40 |
|
|
2024
Q1 | $1.17M | Sell |
14,625
-1,502
| -9% | -$120K | 0.6% | 42 |
|
|
2023
Q4 | $1.22M | Sell |
16,127
-125
| -0.8% | -$9.42K | 0.68% | 37 |
|
|
2023
Q3 | $1.12M | Hold |
16,252
| – | – | 0.69% | 34 |
|
|
2023
Q2 | $1.18M | Hold |
16,252
| – | – | 0.7% | 35 |
|
|
2023
Q1 | $1.16M | Hold |
16,252
| – | – | 0.72% | 35 |
|
|
2022
Q4 | $1.07M | Sell |
16,252
-1,698
| -9% | -$111K | 0.7% | 38 |
|
|
2022
Q3 | $1.01M | Sell |
17,950
-172
| -0.9% | -$9.63K | 0.73% | 36 |
|
|
2022
Q2 | $1.13M | Hold |
18,122
| – | – | 0.78% | 36 |
|
|
2022
Q1 | $1.33M | Hold |
18,122
| – | – | 0.83% | 34 |
|
|
2021
Q4 | $1.43M | Buy |
18,122
+4,325
| +31% | +$340K | 0.88% | 33 |
|
|
2021
Q3 | $1.08M | Hold |
13,797
| – | – | 0.79% | 38 |
|
|
2021
Q2 | $1.09K | Hold |
13,797
| – | – | 0.51% | 39 |
|
|
2021
Q1 | $1.05K | Buy |
+13,797
| New | +$1.05K | 0.58% | 39 |
|