Orin Green 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 | $9.12M | Sell |
101,995
-5,733
| -5% | -$512K | 3.86% | 7 |
|
|
2025
Q1 | $8.69M | Buy |
+107,728
| New | +$8.69M | 4.1% | 7 |
|
|
2024
Q4 | – | Sell |
-107,753
| Closed | -$9.01M | – | 8 |
|
|
2024
Q3 | $9.01M | Buy |
107,753
+686
| +0.6% | +$57.4K | 3.89% | 7 |
|
|
2024
Q2 | $8.39M | Buy |
+107,067
| New | +$8.39M | 3.86% | 7 |
|
|
2024
Q1 | – | Sell |
-109,264
| Closed | -$8.23M | – | 7 |
|
|
2023
Q4 | $8.23M | Sell |
109,264
-761
| -0.7% | -$57.3K | 4.06% | 8 |
|
|
2023
Q3 | $7.58M | Sell |
110,025
-1,843
| -2% | -$127K | 4.21% | 7 |
|
|
2023
Q2 | $8.11M | Sell |
111,868
-830
| -0.7% | -$60.2K | 4.24% | 8 |
|
|
2023
Q1 | $8.06M | Sell |
112,698
-1,665
| -1% | -$119K | 4.36% | 7 |
|
|
2022
Q4 | $7.51M | Buy |
114,363
+3,784
| +3% | +$248K | 4.41% | 7 |
|
|
2022
Q3 | $6.2M | Sell |
110,579
-9,040
| -8% | -$507K | 4.03% | 9 |
|
|
2022
Q2 | $7.34M | Buy |
119,619
+13,851
| +13% | +$850K | 4.59% | 8 |
|
|
2022
Q1 | $7.79M | Buy |
105,768
+2,302
| +2% | +$169K | 5.08% | 5 |
|
|
2021
Q4 | $7.95M | Sell |
103,466
-2,465
| -2% | -$189K | 5.76% | 4 |
|
|
2021
Q3 | $8.26M | Buy |
105,931
+770
| +0.7% | +$60.1K | 5.77% | 4 |
|
|
2021
Q2 | $8.3M | Buy |
105,161
+17,859
| +20% | +$1.41M | 5.87% | 4 |
|
|
2021
Q1 | $6.62M | Sell |
87,302
-8,062
| -8% | -$612K | 5.39% | 4 |
|
|
2020
Q4 | $6.96M | Buy |
+95,364
| New | +$6.96M | 5.52% | 5 |
|