Mutual Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Mutual Advisors’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.5M	Buy	38,568 +9,377	+32%	+$851K	0.09%	220
2025 Q1	$2.46M	Buy	29,191 +6,159	+27%	+$518K	0.07%	248
2024 Q4	$1.76M	Sell	23,032 -13,295	-37%	-$1.02M	0.05%	311
2024 Q3	$2.91M	Sell	36,327 -13,684	-27%	-$1.1M	0.09%	211
2024 Q2	$3.95M	Buy	50,011 +24,087	+93%	+$1.9M	0.12%	166
2024 Q1	$2.07M	Sell	25,924 -3,681	-12%	-$294K	0.07%	267
2023 Q4	$2.23M	Sell	29,605 -8,776	-23%	-$661K	0.08%	240
2023 Q3	$2.65M	Sell	38,381 -9,126	-19%	-$629K	0.1%	189
2023 Q2	$3.44M	Buy	47,507 +15,400	+48%	+$1.12M	0.13%	157
2023 Q1	$2.3M	Buy	32,107 +15,461	+93%	+$1.11M	0.09%	216
2022 Q4	$1.09M	Sell	16,646 -165	-1%	-$10.8K	0.05%	388
2022 Q3	$942K	Sell	16,811 -887	-5%	-$49.7K	0.05%	380
2022 Q2	$1.11M	Buy	17,698 +1,485	+9%	+$92.8K	0.07%	307
2022 Q1	$1.19M	Sell	16,213 -15,278	-49%	-$1.12M	0.07%	327
2021 Q4	$2.48M	Buy	31,491 +2,538	+9%	+$200K	0.13%	189
2021 Q3	$2.26M	Buy	28,953 +7,357	+34%	+$574K	0.13%	188
2021 Q2	$1.7M	Buy	21,596 +330	+2%	+$26K	0.1%	250
2021 Q1	$1.61M	Sell	21,266 -753	-3%	-$57.1K	0.11%	230
2020 Q4	$1.61M	Buy	22,019 +253	+1%	+$18.5K	0.12%	203
2020 Q3	$1.39M	Sell	21,766 -3,277	-13%	-$209K	0.12%	185
2020 Q2	$1.52M	Sell	25,043 -1,058	-4%	-$64.4K	0.15%	160
2020 Q1	$1.4M	Sell	26,101 -43,770	-63%	-$2.34M	0.19%	142
2019 Q4	$4.85M	Buy	69,871 +28,430	+69%	+$1.97M	0.52%	37
2019 Q3	$2.7M	Sell	41,441 -8,406	-17%	-$548K	0.36%	62
2019 Q2	$3.28M	Buy	49,847 +10,898	+28%	+$716K	0.43%	44
2019 Q1	$2.53M	Buy	38,949 +8,203	+27%	+$532K	0.37%	60
2018 Q4	$1.81M	Sell	30,746 -524	-2%	-$30.8K	0.36%	66
2018 Q3	$2.13M	Buy	31,270 +5,249	+20%	+$357K	0.32%	66
2018 Q2	$1.74M	Buy	26,021 +10,913	+72%	+$731K	0.4%	63
2018 Q1	$1.05M	Buy	15,108 +8,934	+145%	+$623K	0.27%	121
2017 Q4	$434K	Buy	+6,174	New	+$434K	0.16%	169