Nikulski Financial’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 | $215K | Buy |
+2,405
| New | +$215K | 0.06% | 141 |
|
|
2024
Q4 | – | Sell |
-2,690
| Closed | -$225K | – | 135 |
|
|
2024
Q3 | $225K | Sell |
2,690
-50
| -2% | -$4.18K | 0.07% | 125 |
|
|
2024
Q2 | $215K | Hold |
2,740
| – | – | 0.07% | 120 |
|
|
2024
Q1 | $219K | Sell |
2,740
-232
| -8% | -$18.5K | 0.07% | 124 |
|
|
2023
Q4 | $224K | Hold |
2,972
| – | – | 0.08% | 126 |
|
|
2023
Q3 | $205K | Buy |
+2,972
| New | +$205K | 0.08% | 120 |
|
|
2022
Q1 | – | Sell |
-2,727
| Closed | -$215K | – | 130 |
|
|
2021
Q4 | $215K | Buy |
+2,727
| New | +$215K | 0.09% | 115 |
|
|
2021
Q3 | – | Sell |
-2,689
| Closed | -$211K | – | 122 |
|
|
2021
Q2 | $211K | Buy |
+2,689
| New | +$211K | 0.1% | 120 |
|
|
2018
Q4 | – | Sell |
-6,580
| Closed | -$411K | – | 74 |
|
|
2018
Q3 | $411K | Sell |
6,580
-1,800
| -21% | -$112K | 0.38% | 48 |
|
|
2018
Q2 | $561K | Buy |
8,380
+450
| +6% | +$30.1K | 0.52% | 43 |
|
|
2018
Q1 | $553K | Buy |
7,930
+3,394
| +75% | +$237K | 0.55% | 43 |
|
|
2017
Q4 | $319K | Buy |
+4,536
| New | +$319K | 0.34% | 56 |
|