McAdam LLC’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 | $3.05M | Buy |
34,148
+169
| +0.5% | +$15.1K | 0.17% | 73 |
|
|
2025
Q1 | $2.78M | Sell |
33,979
-16,655
| -33% | -$1.36M | 0.17% | 74 |
|
|
2024
Q4 | $3.83M | Buy |
50,634
+770
| +2% | +$58.2K | 0.21% | 67 |
|
|
2024
Q3 | $4.17M | Buy |
49,864
+2,692
| +6% | +$225K | 0.23% | 60 |
|
|
2024
Q2 | $3.69M | Sell |
47,172
-424
| -0.9% | -$33.2K | 0.22% | 59 |
|
|
2024
Q1 | $3.8M | Buy |
47,596
+295
| +0.6% | +$23.6K | 0.24% | 56 |
|
|
2023
Q4 | $3.56M | Buy |
47,301
+8
| +0% | +$603 | 0.26% | 53 |
|
|
2023
Q3 | $3.26M | Sell |
47,293
-152
| -0.3% | -$10.5K | 0.27% | 53 |
|
|
2023
Q2 | $3.44M | Sell |
47,445
-583
| -1% | -$42.3K | 0.28% | 52 |
|
|
2023
Q1 | $3.43M | Buy |
48,028
+587
| +1% | +$42K | 0.31% | 53 |
|
|
2022
Q4 | $3.73M | Sell |
47,441
-1,485
| -3% | -$117K | 0.37% | 42 |
|
|
2022
Q3 | $2.74M | Buy |
48,926
+1,926
| +4% | +$108K | 0.3% | 58 |
|
|
2022
Q2 | $2.94M | Buy |
47,000
+15
| +0% | +$937 | 0.31% | 56 |
|
|
2022
Q1 | $3.46M | Sell |
46,985
-456
| -1% | -$33.6K | 0.33% | 46 |
|
|
2021
Q4 | $3.73M | Sell |
47,441
-2,460
| -5% | -$194K | 0.37% | 42 |
|
|
2021
Q3 | $3.89M | Sell |
49,901
-157
| -0.3% | -$12.2K | 0.43% | 39 |
|
|
2021
Q2 | $4M | Buy |
50,058
+603
| +1% | +$48.2K | 0.45% | 38 |
|
|
2021
Q1 | $3.75M | Sell |
49,455
-77
| -0.2% | -$5.84K | 0.53% | 34 |
|
|
2020
Q4 | $3.7M | Sell |
49,532
-1,794
| -3% | -$134K | 0.57% | 30 |
|
|
2020
Q3 | $3.27M | Buy |
51,326
+1,223
| +2% | +$77.8K | 0.62% | 31 |
|
|
2020
Q2 | $3.05M | Buy |
50,103
+35,959
| +254% | +$2.19M | 0.65% | 30 |
|
|
2020
Q1 | $756K | Buy |
+14,144
| New | +$756K | 0.2% | 42 |
|
|
2018
Q4 | – | Sell |
-2,719
| Closed | -$184K | – | 197 |
|
|
2018
Q3 | $184K | Hold |
2,719
| – | – | 0.07% | 67 |
|
|
2018
Q2 | $182K | Buy |
2,719
+78
| +3% | +$5.22K | 0.07% | 61 |
|
|
2018
Q1 | $184K | Buy |
+2,641
| New | +$184K | 0.08% | 63 |
|