MONECO 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 | $218K | Buy |
+2,439
| New | +$218K | 0.02% | 443 |
|
|
2024
Q4 | – | Sell |
-2,439
| Closed | -$204K | – | 474 |
|
|
2024
Q3 | $204K | Buy |
+2,439
| New | +$204K | 0.03% | 422 |
|
|
2024
Q2 | – | Sell |
-7,281
| Closed | -$581K | – | 427 |
|
|
2024
Q1 | $581K | Buy |
7,281
+4,573
| +169% | +$365K | 0.09% | 222 |
|
|
2023
Q4 | $204K | Buy |
+2,708
| New | +$204K | 0.04% | 367 |
|
|
2022
Q4 | – | Sell |
-8,449
| Closed | -$473K | – | 272 |
|
|
2022
Q3 | $473K | Sell |
8,449
-39
| -0.5% | -$2.18K | 0.19% | 123 |
|
|
2022
Q2 | $530K | Buy |
8,488
+5,099
| +150% | +$318K | 0.21% | 115 |
|
|
2022
Q1 | $249K | Hold |
3,389
| – | – | 0.09% | 208 |
|
|
2021
Q4 | $257K | Hold |
3,389
| – | – | 0.1% | 202 |
|
|
2021
Q3 | $264K | Hold |
3,389
| – | – | 0.1% | 198 |
|
|
2021
Q2 | $267K | Sell |
3,389
-1,523
| -31% | -$120K | 0.12% | 171 |
|
|
2021
Q1 | $373K | Buy |
4,912
+882
| +22% | +$67K | 0.18% | 127 |
|
|
2020
Q4 | $302K | Sell |
4,030
-38
| -0.9% | -$2.85K | 0.17% | 131 |
|
|
2020
Q3 | $259K | Buy |
+4,068
| New | +$259K | 0.17% | 119 |
|