MFP
Mosaic Financial Partners’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $773K | Hold |
11,543
| – | – | 0.51% | 31 |
|
|
2018
Q1 | $804K | Buy |
11,543
+7,442
| +181% | +$518K | 0.49% | 34 |
|
|
2017
Q4 | $402K | Sell |
4,101
-7,542
| -65% | -$739K | 0.23% | 39 |
|
|
2017
Q3 | $797K | Sell |
11,643
-770
| -6% | -$52.7K | 0.49% | 31 |
|
|
2017
Q2 | $809K | Hold |
12,413
| – | – | 0.51% | 30 |
|
|
2017
Q1 | $773K | Sell |
12,413
-57
| -0.5% | -$3.55K | 0.49% | 30 |
|
|
2016
Q4 | $720K | Sell |
12,470
-319
| -2% | -$18.4K | 0.46% | 31 |
|
|
2016
Q3 | $756K | Hold |
12,789
| – | – | 0.46% | 32 |
|
|
2016
Q2 | $714K | Hold |
12,789
| – | – | 0.44% | 32 |
|
|
2016
Q1 | $731K | Hold |
12,789
| – | – | 0.47% | 33 |
|
|
2015
Q4 | $751K | Hold |
12,789
| – | – | 0.48% | 32 |
|
|
2015
Q3 | $733K | Hold |
12,789
| – | – | 0.47% | 34 |
|
|
2015
Q2 | $812K | Sell |
12,789
-254
| -2% | -$16.1K | 0.56% | 35 |
|
|
2015
Q1 | $837K | Sell |
13,043
-121
| -0.9% | -$7.77K | 0.57% | 37 |
|
|
2014
Q4 | $800K | Sell |
13,164
-4,137
| -24% | -$251K | 0.54% | 37 |
|
|
2014
Q3 | $1.11M | Sell |
17,301
-1,555
| -8% | -$99.7K | 0.78% | 29 |
|
|
2014
Q2 | $1.29M | Sell |
18,856
-47
| -0.2% | -$3.21K | 0.88% | 26 |
|
|
2014
Q1 | $1.27M | Hold |
18,903
| – | – | 0.91% | 26 |
|
|
2013
Q4 | $1.27M | Hold |
18,903
| – | – | 0.92% | 25 |
|
|
2013
Q3 | $1.21M | Sell |
18,903
-719
| -4% | -$45.9K | 0.94% | 28 |
|
|
2013
Q2 | $1.12M | Buy |
+19,622
| New | +$1.12M | 0.88% | 28 |
|