MFT
Moisand Fitzgerald Tamayo’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Hold |
8,203
| – | – | 0.09% | 63 |
|
|
2025
Q1 | $670K | Hold |
8,203
| – | – | 0.09% | 61 |
|
|
2024
Q4 | $620K | Hold |
8,203
| – | – | 0.09% | 64 |
|
|
2024
Q3 | $686K | Hold |
8,203
| – | – | 0.09% | 62 |
|
|
2024
Q2 | $643K | Hold |
8,203
| – | – | 0.1% | 62 |
|
|
2024
Q1 | $655K | Sell |
8,203
-28
| -0.3% | -$2.24K | 0.1% | 62 |
|
|
2023
Q4 | $620K | Hold |
8,231
| – | – | 0.11% | 63 |
|
|
2023
Q3 | $567K | Sell |
8,231
-12
| -0.1% | -$827 | 0.12% | 62 |
|
|
2023
Q2 | $598K | Hold |
8,243
| – | – | 0.12% | 62 |
|
|
2023
Q1 | $590K | Hold |
8,243
| – | – | 0.13% | 63 |
|
|
2022
Q4 | $541K | Sell |
8,243
-1,223
| -13% | -$80.3K | 0.12% | 66 |
|
|
2022
Q3 | $530K | Sell |
9,466
-320
| -3% | -$17.9K | 0.15% | 65 |
|
|
2022
Q2 | $612K | Buy |
9,786
+2,595
| +36% | +$162K | 0.16% | 63 |
|
|
2022
Q1 | $529K | Sell |
7,191
-2,595
| -27% | -$191K | 0.24% | 52 |
|
|
2021
Q4 | $770K | Buy |
9,786
+500
| +5% | +$39.3K | 0.22% | 56 |
|
|
2021
Q3 | $724K | Sell |
9,286
-26
| -0.3% | -$2.03K | 0.24% | 57 |
|
|
2021
Q2 | $735K | Sell |
9,312
-27
| -0.3% | -$2.13K | 0.27% | 53 |
|
|
2021
Q1 | $709K | Sell |
9,339
-38
| -0.4% | -$2.89K | 0.31% | 49 |
|
|
2020
Q4 | $684K | Sell |
9,377
-346
| -4% | -$25.2K | 0.31% | 49 |
|
|
2020
Q3 | $619K | Hold |
9,723
| – | – | 0.32% | 47 |
|
|
2020
Q2 | $592K | Hold |
9,723
| – | – | 0.33% | 50 |
|
|
2020
Q1 | $520K | Sell |
9,723
-201
| -2% | -$10.8K | 0.34% | 47 |
|
|
2019
Q4 | $689K | Sell |
9,924
-13
| -0.1% | -$903 | 0.36% | 43 |
|
|
2019
Q3 | $648K | Hold |
9,937
| – | – | 0.35% | 44 |
|
|
2019
Q2 | $653K | Sell |
9,937
-28
| -0.3% | -$1.84K | 0.36% | 43 |
|
|
2019
Q1 | $646K | Hold |
9,965
| – | – | 0.36% | 44 |
|
|
2018
Q4 | $586K | Hold |
9,965
| – | – | 0.37% | 44 |
|
|
2018
Q3 | $678K | Sell |
9,965
-173
| -2% | -$11.8K | 0.38% | 42 |
|
|
2018
Q2 | $679K | Hold |
10,138
| – | – | 0.39% | 40 |
|
|
2018
Q1 | $706K | Hold |
10,138
| – | – | 0.42% | 39 |
|
|
2017
Q4 | $713K | Hold |
10,138
| – | – | 0.41% | 31 |
|
|
2017
Q3 | $694K | Sell |
10,138
-229
| -2% | -$15.7K | 0.42% | 31 |
|
|
2017
Q2 | $676K | Sell |
10,367
-846
| -8% | -$55.2K | 0.46% | 32 |
|
|
2017
Q1 | $698K | Sell |
11,213
-302
| -3% | -$18.8K | 0.49% | 31 |
|
|
2016
Q4 | $665K | Hold |
11,515
| – | – | 0.49% | 32 |
|
|
2016
Q3 | $681K | Sell |
11,515
-1,352
| -11% | -$80K | 0.52% | 33 |
|
|
2016
Q2 | $718K | Sell |
12,867
-913
| -7% | -$50.9K | 0.59% | 31 |
|
|
2016
Q1 | $788K | Sell |
13,780
-764
| -5% | -$43.7K | 0.64% | 29 |
|
|
2015
Q4 | $854K | Buy |
+14,544
| New | +$854K | 0.73% | 31 |
|