Mount Yale Investment 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 | $3.48M | Buy |
38,877
+5
| +0% | +$447 | 0.27% | 74 |
|
|
2025
Q1 | $3.18M | Sell |
38,872
-2,749
| -7% | -$225K | 0.27% | 79 |
|
|
2024
Q4 | $3.15M | Buy |
41,621
+2,211
| +6% | +$167K | 0.25% | 78 |
|
|
2024
Q3 | $3.3M | Buy |
39,410
+479
| +1% | +$40.1K | 0.32% | 75 |
|
|
2024
Q2 | $3.05M | Buy |
38,931
+914
| +2% | +$71.6K | 0.24% | 85 |
|
|
2024
Q1 | $3.04M | Sell |
38,017
-15,299
| -29% | -$1.22M | 0.23% | 96 |
|
|
2023
Q4 | $4.02M | Buy |
53,316
+16,031
| +43% | +$1.21M | 0.38% | 60 |
|
|
2023
Q3 | $2.57M | Sell |
37,285
-25
| -0.1% | -$1.72K | 0.28% | 80 |
|
|
2023
Q2 | $2.7M | Buy |
37,310
+6
| +0% | +$435 | 0.29% | 80 |
|
|
2023
Q1 | $2.67M | Sell |
37,304
-41,313
| -53% | -$2.95M | 0.3% | 80 |
|
|
2022
Q4 | $5.16M | Buy |
78,617
+43,687
| +125% | +$2.87M | 0.59% | 43 |
|
|
2022
Q3 | $1.96M | Sell |
34,930
-415
| -1% | -$23.2K | 0.26% | 91 |
|
|
2022
Q2 | $2.21M | Buy |
35,345
+1,038
| +3% | +$64.9K | 0.28% | 81 |
|
|
2022
Q1 | $2.53M | Sell |
34,307
-31,150
| -48% | -$2.29M | 0.27% | 79 |
|
|
2021
Q4 | $5.15M | Buy |
65,457
+29,630
| +83% | +$2.33M | 0.54% | 44 |
|
|
2021
Q3 | $2.8M | Sell |
35,827
-1,508
| -4% | -$118K | 0.32% | 77 |
|
|
2021
Q2 | $2.95M | Buy |
37,335
+511
| +1% | +$40.3K | 0.36% | 70 |
|
|
2021
Q1 | $2.79M | Sell |
36,824
-7,948
| -18% | -$603K | 0.36% | 70 |
|
|
2020
Q4 | $3.27M | Buy |
44,772
+4,406
| +11% | +$322K | 0.46% | 59 |
|
|
2020
Q3 | $2.57M | Sell |
40,366
-1,518
| -4% | -$96.6K | 0.37% | 64 |
|
|
2020
Q2 | $2.55M | Buy |
41,884
+590
| +1% | +$35.9K | 0.46% | 59 |
|
|
2020
Q1 | $2.21M | Buy |
41,294
+1,767
| +4% | +$94.5K | 0.5% | 48 |
|
|
2019
Q4 | $2.67M | Sell |
39,527
-2,346
| -6% | -$158K | 0.46% | 49 |
|
|
2019
Q3 | $2.86M | Sell |
41,873
-2
| -0% | -$137 | 0.51% | 44 |
|
|
2019
Q2 | $2.63M | Buy |
41,875
+1
| +0% | +$63 | 0.49% | 48 |
|
|
2019
Q1 | $2.72M | Hold |
41,874
| – | – | 0.51% | 46 |
|
|
2018
Q4 | $2.6M | Buy |
41,874
+4,472
| +12% | +$277K | 0.53% | 43 |
|
|
2018
Q3 | $2.41M | Sell |
37,402
-4,342
| -10% | -$280K | 0.42% | 54 |
|
|
2018
Q2 | $2.8M | Buy |
41,744
+1,220
| +3% | +$81.7K | 0.53% | 44 |
|
|
2018
Q1 | $2.82M | Buy |
+40,524
| New | +$2.82M | 0.61% | 40 |
|