PBMares Wealth Management’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 | $660K | Sell |
7,386
-12
| -0.2% | -$1.07K | 0.12% | 93 |
|
|
2025
Q1 | $605K | Hold |
7,398
| – | – | 0.12% | 94 |
|
|
2024
Q4 | $559K | Buy |
7,398
+1
| +0% | +$76 | 0.11% | 103 |
|
|
2024
Q3 | $619K | Hold |
7,397
| – | – | 0.13% | 91 |
|
|
2024
Q2 | $579K | Buy |
7,397
+1
| +0% | +$78 | 0.14% | 96 |
|
|
2024
Q1 | $591K | Hold |
7,396
| – | – | 0.15% | 93 |
|
|
2023
Q4 | $557K | Buy |
7,396
+1
| +0% | +$75 | 0.17% | 92 |
|
|
2023
Q3 | $510K | Hold |
7,395
| – | – | 0.18% | 93 |
|
|
2023
Q2 | $536K | Buy |
7,395
+1
| +0% | +$73 | 0.19% | 94 |
|
|
2023
Q1 | $529K | Sell |
7,394
-108
| -1% | -$7.73K | 0.2% | 91 |
|
|
2022
Q4 | $492K | Sell |
7,502
-85
| -1% | -$5.58K | 0.2% | 88 |
|
|
2022
Q3 | $425K | Sell |
7,587
-106
| -1% | -$5.94K | 0.19% | 99 |
|
|
2022
Q2 | $481K | Buy |
7,693
+1,091
| +17% | +$68.2K | 0.21% | 93 |
|
|
2022
Q1 | $486K | Sell |
6,602
-579
| -8% | -$42.6K | 0.3% | 86 |
|
|
2021
Q4 | $565K | Buy |
7,181
+52
| +0.7% | +$4.09K | 0.24% | 87 |
|
|
2021
Q3 | $556K | Sell |
7,129
-20
| -0.3% | -$1.56K | 0.27% | 79 |
|
|
2021
Q2 | $564K | Sell |
7,149
-52
| -0.7% | -$4.1K | 0.31% | 76 |
|
|
2021
Q1 | $546K | Hold |
7,201
| – | – | 0.45% | 72 |
|
|
2020
Q4 | $525K | Buy |
7,201
+2,852
| +66% | +$208K | 0.6% | 64 |
|
|
2020
Q3 | $277K | Hold |
4,349
| – | – | 0.41% | 79 |
|
|
2020
Q2 | $265K | Sell |
4,349
-6
| -0.1% | -$366 | 0.4% | 83 |
|
|
2020
Q1 | $233K | Hold |
4,355
| – | – | 0.37% | 88 |
|
|
2019
Q4 | $302K | Buy |
+4,355
| New | +$302K | 0.36% | 84 |
|