MPS Loria Financial Planners’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 | $2.95M | Buy |
33,018
+129
| +0.4% | +$11.5K | 0.87% | 12 |
|
|
2025
Q1 | $2.69M | Buy |
32,889
+2,432
| +8% | +$199K | 0.8% | 13 |
|
|
2024
Q4 | $2.3M | Buy |
30,457
+1,041
| +4% | +$78.7K | 0.68% | 14 |
|
|
2024
Q3 | $2.46M | Buy |
29,416
+400
| +1% | +$33.5K | 0.73% | 13 |
|
|
2024
Q2 | $2.27M | Buy |
29,016
+740
| +3% | +$58K | 0.73% | 13 |
|
|
2024
Q1 | $2.26M | Sell |
28,276
-1,798
| -6% | -$144K | 0.76% | 14 |
|
|
2023
Q4 | $2.27M | Sell |
30,074
-63
| -0.2% | -$4.75K | 0.8% | 11 |
|
|
2023
Q3 | $2.08M | Buy |
30,137
+617
| +2% | +$42.5K | 0.81% | 11 |
|
|
2023
Q2 | $2.14M | Sell |
29,520
-203
| -0.7% | -$14.7K | 0.8% | 12 |
|
|
2023
Q1 | $2.13M | Sell |
29,723
-3,964
| -12% | -$284K | 0.86% | 11 |
|
|
2022
Q4 | $2.21M | Sell |
33,687
-438,480
| -93% | -$28.8M | 0.98% | 11 |
|
|
2022
Q3 | $26.4M | Buy |
472,167
+441,711
| +1,450% | +$24.7M | 10.27% | 3 |
|
|
2022
Q2 | $1.9M | Sell |
30,456
-287
| -0.9% | -$17.9K | 0.86% | 11 |
|
|
2022
Q1 | $2.26M | Sell |
30,743
-3,554
| -10% | -$261K | 0.95% | 9 |
|
|
2021
Q4 | $2.7M | Buy |
34,297
+747
| +2% | +$58.8K | 1.1% | 9 |
|
|
2021
Q3 | $2.62M | Sell |
33,550
-1,104
| -3% | -$86.1K | 1.2% | 7 |
|
|
2021
Q2 | $2.73M | Sell |
34,654
-529
| -2% | -$41.7K | 1.26% | 6 |
|
|
2021
Q1 | $2.67M | Buy |
35,183
+521
| +2% | +$39.5K | 1.24% | 6 |
|
|
2020
Q4 | $2.54M | Sell |
34,662
-432
| -1% | -$31.7K | 1.14% | 8 |
|
|
2020
Q3 | $2.23M | Sell |
35,094
-152
| -0.4% | -$9.68K | 1.16% | 9 |
|
|
2020
Q2 | $2.15M | Sell |
35,246
-3,046
| -8% | -$185K | 1.15% | 9 |
|
|
2020
Q1 | $2.05M | Sell |
38,292
-2,186
| -5% | -$117K | 1.57% | 7 |
|
|
2019
Q4 | $2.81M | Sell |
40,478
-1,478
| -4% | -$103K | 1.66% | 8 |
|
|
2019
Q3 | $2.74M | Sell |
41,956
-3,652
| -8% | -$238K | 1.78% | 7 |
|
|
2019
Q2 | $3M | Buy |
45,608
+345
| +0.8% | +$22.7K | 1.92% | 7 |
|
|
2019
Q1 | $2.94M | Sell |
45,263
-15,280
| -25% | -$991K | 1.95% | 7 |
|
|
2018
Q4 | $3.56M | Buy |
60,543
+14,340
| +31% | +$843K | 2.55% | 8 |
|
|
2018
Q3 | $3.16M | Sell |
46,203
-519
| -1% | -$35.5K | 1.98% | 8 |
|
|
2018
Q2 | $3.13M | Buy |
46,722
+161
| +0.3% | +$10.8K | 3.15% | 7 |
|
|
2018
Q1 | $3.24M | Buy |
46,561
+3,831
| +9% | +$267K | 2.29% | 8 |
|
|
2017
Q4 | $3M | Sell |
42,730
-1,088
| -2% | -$76.5K | 2.05% | 8 |
|
|
2017
Q3 | $3M | Sell |
43,818
-67
| -0.2% | -$4.59K | 2.15% | 8 |
|
|
2017
Q2 | $2.91M | Buy |
+43,885
| New | +$2.91M | 1.95% | 9 |
|