McKinley Carter Wealth 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 | $6.67M | Buy |
74,588
+8,135
| +12% | +$727K | 0.37% | 57 |
|
|
2025
Q1 | $5.43M | Sell |
66,453
-22,335
| -25% | -$1.83M | 0.33% | 60 |
|
|
2024
Q4 | $6.71M | Buy |
88,788
+19,736
| +29% | +$1.49M | 0.41% | 56 |
|
|
2024
Q3 | $5.77M | Sell |
69,052
-1,838
| -3% | -$154K | 0.35% | 62 |
|
|
2024
Q2 | $5.55M | Buy |
70,890
+1,594
| +2% | +$125K | 0.35% | 63 |
|
|
2024
Q1 | $5.53M | Sell |
69,296
-3,032
| -4% | -$242K | 0.37% | 62 |
|
|
2023
Q4 | $5.45M | Buy |
72,328
+23,232
| +47% | +$1.75M | 0.4% | 58 |
|
|
2023
Q3 | $3.38M | Sell |
49,096
-2,001
| -4% | -$138K | 0.27% | 74 |
|
|
2023
Q2 | $3.7M | Buy |
51,097
+2,631
| +5% | +$191K | 0.28% | 67 |
|
|
2023
Q1 | $3.47M | Sell |
48,466
-8,830
| -15% | -$632K | 0.27% | 69 |
|
|
2022
Q4 | $3.76M | Buy |
57,296
+36,789
| +179% | +$2.41M | 0.32% | 68 |
|
|
2022
Q3 | $1.15M | Sell |
20,507
-2,193
| -10% | -$123K | 0.11% | 121 |
|
|
2022
Q2 | $1.42M | Buy |
22,700
+505
| +2% | +$31.6K | 0.13% | 113 |
|
|
2022
Q1 | $1.63M | Buy |
22,195
+1,123
| +5% | +$82.7K | 0.13% | 113 |
|
|
2021
Q4 | $1.66M | Buy |
21,072
+1,898
| +10% | +$149K | 0.12% | 118 |
|
|
2021
Q3 | $1.5M | Sell |
19,174
-287
| -1% | -$22.4K | 0.12% | 121 |
|
|
2021
Q2 | $1.54M | Buy |
19,461
+65
| +0.3% | +$5.13K | 0.13% | 121 |
|
|
2021
Q1 | $1.47M | Buy |
19,396
+10,263
| +112% | +$778K | 0.13% | 125 |
|
|
2020
Q4 | $666K | Buy |
+9,133
| New | +$666K | 0.09% | 150 |
|
|
2014
Q4 | – | Sell |
-6,382
| Closed | -$409K | – | 97 |
|
|
2014
Q3 | $409K | Hold |
6,382
| – | – | 0.39% | 54 |
|
|
2014
Q2 | $436K | Buy |
6,382
+1,339
| +27% | +$91.5K | 0.46% | 48 |
|
|
2014
Q1 | $339K | Sell |
5,043
-3,448
| -41% | -$232K | 0.37% | 62 |
|
|
2013
Q4 | $570K | Buy |
8,491
+1,618
| +24% | +$109K | 0.56% | 55 |
|
|
2013
Q3 | $439K | Sell |
6,873
-751
| -10% | -$48K | 0.52% | 44 |
|
|
2013
Q2 | $437K | Buy |
+7,624
| New | +$437K | 0.66% | 39 |
|