Partners in Financial Planning’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 | $989K | Buy |
11,060
+34
| +0.3% | +$3.04K | 0.18% | 46 |
|
|
2025
Q1 | $901K | Sell |
11,026
-140
| -1% | -$11.4K | 0.18% | 47 |
|
|
2024
Q4 | $844K | Buy |
11,166
+27
| +0.2% | +$2.04K | 0.17% | 48 |
|
|
2024
Q3 | $932K | Sell |
11,139
-25
| -0.2% | -$2.09K | 0.19% | 48 |
|
|
2024
Q2 | $874K | Buy |
11,164
+35
| +0.3% | +$2.74K | 0.19% | 49 |
|
|
2024
Q1 | $889K | Hold |
11,129
| – | – | 0.2% | 49 |
|
|
2023
Q4 | $839K | Sell |
11,129
-3
| -0% | -$226 | 0.2% | 49 |
|
|
2023
Q3 | $767K | Sell |
11,132
-706
| -6% | -$48.7K | 0.2% | 49 |
|
|
2023
Q2 | $858K | Buy |
11,838
+30
| +0.3% | +$2.18K | 0.22% | 49 |
|
|
2023
Q1 | $845K | Hold |
11,808
| – | – | 0.22% | 47 |
|
|
2022
Q4 | $782K | Buy |
11,808
+6
| +0.1% | +$397 | 0.22% | 48 |
|
|
2022
Q3 | $769K | Hold |
11,802
| – | – | 0.22% | 44 |
|
|
2022
Q2 | $737K | Buy |
11,802
+38
| +0.3% | +$2.37K | 0.23% | 45 |
|
|
2022
Q1 | $829K | Hold |
11,764
| – | – | 0.26% | 39 |
|
|
2021
Q4 | $890K | Buy |
11,764
+30
| +0.3% | +$2.27K | 0.27% | 38 |
|
|
2021
Q3 | $915K | Hold |
11,734
| – | – | 0.29% | 35 |
|
|
2021
Q2 | $926K | Buy |
+11,734
| New | +$926K | 0.29% | 36 |
|