Paladin Advisory Group’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 | $1.25M | Sell |
13,950
-77
| -0.5% | -$6.88K | 0.95% | 34 |
|
|
2025
Q1 | $1.15M | Sell |
14,027
-1,140
| -8% | -$93.2K | 0.92% | 35 |
|
|
2024
Q4 | $1.15M | Hold |
15,167
| – | – | 0.88% | 37 |
|
|
2024
Q3 | $1.27M | Hold |
15,167
| – | – | 0.94% | 34 |
|
|
2024
Q2 | $1.19M | Sell |
15,167
-279
| -2% | -$21.9K | 0.93% | 33 |
|
|
2024
Q1 | $1.23M | Sell |
15,446
-1,585
| -9% | -$126K | 0.97% | 34 |
|
|
2023
Q4 | $1.28M | Hold |
17,031
| – | – | 1.06% | 31 |
|
|
2023
Q3 | $1.17M | Sell |
17,031
-588
| -3% | -$40.5K | 0.99% | 37 |
|
|
2023
Q2 | $1.28M | Hold |
17,619
| – | – | 1.02% | 34 |
|
|
2023
Q1 | $1.26M | Buy |
+17,619
| New | +$1.26M | 1.05% | 30 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 67 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 67 |
|
|
2022
Q2 | – | Sell |
-18,302
| Closed | -$1.36M | – | 69 |
|
|
2022
Q1 | $1.36M | Buy |
+18,302
| New | +$1.36M | 1.11% | 29 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 66 |
|