Petix & Botte 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 | $445K | Sell |
4,978
-606
| -11% | -$54.2K | 0.11% | 94 |
|
|
2025
Q1 | $456K | Buy |
5,584
+38
| +0.7% | +$3.11K | 0.12% | 85 |
|
|
2024
Q4 | $419K | Hold |
5,546
| – | – | 0.11% | 93 |
|
|
2024
Q3 | $464K | Hold |
5,546
| – | – | 0.12% | 79 |
|
|
2024
Q2 | $434K | Sell |
5,546
-4,246
| -43% | -$333K | 0.12% | 80 |
|
|
2024
Q1 | $782K | Buy |
9,792
+4,246
| +77% | +$339K | 0.19% | 76 |
|
|
2023
Q4 | $418K | Sell |
5,546
-878
| -14% | -$66.2K | 0.12% | 81 |
|
|
2023
Q3 | $443K | Hold |
6,424
| – | – | 0.14% | 70 |
|
|
2023
Q2 | $466K | Buy |
6,424
+3,212
| +100% | +$233K | 0.14% | 68 |
|
|
2023
Q1 | $230K | Buy |
+3,212
| New | +$230K | 0.15% | 69 |
|
|
2022
Q3 | – | Sell |
-3,212
| Closed | -$201K | – | 70 |
|
|
2022
Q2 | $201K | Sell |
3,212
-3,212
| -50% | -$201K | 0.15% | 67 |
|
|
2022
Q1 | $473K | Buy |
6,424
+3,212
| +100% | +$237K | 0.15% | 65 |
|
|
2021
Q4 | $253K | Sell |
3,212
-3,212
| -50% | -$253K | 0.16% | 72 |
|
|
2021
Q3 | $501K | Buy |
6,424
+3,192
| +99% | +$249K | 0.17% | 66 |
|
|
2021
Q2 | $255K | Hold |
3,232
| – | – | 0.18% | 70 |
|
|
2021
Q1 | $245K | Hold |
3,232
| – | – | 0.18% | 69 |
|
|
2020
Q4 | $236K | Hold |
3,232
| – | – | 0.18% | 74 |
|
|
2020
Q3 | $205K | Buy |
+3,232
| New | +$205K | 0.16% | 78 |
|
|
2020
Q1 | – | Sell |
-3,232
| Closed | -$223K | – | 70 |
|
|
2019
Q4 | $223K | Buy |
+3,232
| New | +$223K | 0.18% | 75 |
|