Peterson Wealth Advisors’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 | $874K | Buy |
9,779
+3
| +0% | +$268 | 0.14% | 44 |
|
|
2025
Q1 | $716K | Sell |
9,776
-236
| -2% | -$17.3K | 0.14% | 44 |
|
|
2024
Q4 | $758K | Sell |
10,012
-5
| -0% | -$378 | 0.14% | 42 |
|
|
2024
Q3 | $838K | Hold |
10,017
| – | – | 0.16% | 34 |
|
|
2024
Q2 | $785K | Sell |
10,017
-75
| -0.7% | -$5.88K | 0.16% | 34 |
|
|
2024
Q1 | $806K | Hold |
10,092
| – | – | 0.17% | 33 |
|
|
2023
Q4 | $760K | Buy |
10,092
+34
| +0.3% | +$2.56K | 0.18% | 33 |
|
|
2023
Q3 | $693K | Hold |
10,058
| – | – | 0.19% | 31 |
|
|
2023
Q2 | $728K | Buy |
10,058
+50
| +0.5% | +$3.62K | 0.19% | 31 |
|
|
2023
Q1 | $716K | Sell |
10,008
-105
| -1% | -$7.51K | 0.2% | 31 |
|
|
2022
Q4 | $664K | Buy |
10,113
+79
| +0.8% | +$5.19K | 0.2% | 34 |
|
|
2022
Q3 | $562K | Hold |
10,034
| – | – | 0.19% | 35 |
|
|
2022
Q2 | $627K | Hold |
10,034
| – | – | 0.21% | 33 |
|
|
2022
Q1 | $739K | Sell |
10,034
-166
| -2% | -$12.2K | 0.22% | 31 |
|
|
2021
Q4 | $803K | Sell |
10,200
-50
| -0.5% | -$3.94K | 0.23% | 29 |
|
|
2021
Q3 | $800K | Buy |
10,250
+183
| +2% | +$14.3K | 0.26% | 27 |
|
|
2021
Q2 | $794K | Hold |
10,067
| – | – | 0.28% | 24 |
|
|
2021
Q1 | $764K | Hold |
10,067
| – | – | 0.31% | 23 |
|
|
2020
Q4 | $735K | Sell |
10,067
-87
| -0.9% | -$6.35K | 0.32% | 23 |
|
|
2020
Q3 | $646K | Hold |
10,154
| – | – | 0.33% | 24 |
|
|
2020
Q2 | $618K | Sell |
10,154
-15,181
| -60% | -$924K | 0.33% | 25 |
|
|
2020
Q1 | $1.35M | Buy |
+25,335
| New | +$1.35M | 0.88% | 16 |
|