McClarren Financial 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 | $305K | Buy |
3,407
+589
| +21% | +$52.7K | 0.2% | 61 |
|
|
2025
Q1 | $273K | Buy |
+2,818
| New | +$273K | 0.18% | 61 |
|
|
2024
Q4 | – | Sell |
-2,832
| Closed | -$1.71K | – | 235 |
|
|
2024
Q3 | $1.71K | Buy |
2,832
+2,363
| +504% | +$1.42K | 0.21% | 33 |
|
|
2024
Q2 | $262K | Sell |
469
-2,824
| -86% | -$1.58M | 0.18% | 62 |
|
|
2024
Q1 | $263K | Buy |
3,293
+1
| +0% | +$80 | 0.19% | 62 |
|
|
2023
Q4 | $248K | Buy |
3,292
+41
| +1% | +$3.09K | 0.19% | 61 |
|
|
2023
Q3 | $223K | Sell |
3,251
-1
| -0% | -$69 | 0.19% | 61 |
|
|
2023
Q2 | $235K | Buy |
3,252
+61
| +2% | +$4.41K | 0.19% | 60 |
|
|
2023
Q1 | $225K | Sell |
3,191
-3
| -0.1% | -$212 | 0.2% | 62 |
|
|
2022
Q4 | $209K | Sell |
3,194
-87
| -3% | -$5.69K | 0.2% | 63 |
|
|
2022
Q3 | $183K | Buy |
+3,281
| New | +$183K | 0.18% | 64 |
|
|
2022
Q2 | – | Sell |
-3,204
| Closed | -$235K | – | 93 |
|
|
2022
Q1 | $235K | Buy |
3,204
+3
| +0.1% | +$220 | 0.17% | 55 |
|
|
2021
Q4 | $252K | Buy |
3,201
+58
| +2% | +$4.57K | 0.17% | 55 |
|
|
2021
Q3 | $245K | Sell |
3,143
-354
| -10% | -$27.6K | 0.19% | 45 |
|
|
2021
Q2 | $275K | Sell |
3,497
-1,402
| -29% | -$110K | 0.22% | 42 |
|
|
2021
Q1 | $372K | Buy |
4,899
+1
| +0% | +$76 | 0.33% | 34 |
|
|
2020
Q4 | $357K | Buy |
+4,898
| New | +$357K | 0.34% | 33 |
|