Physician 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 | $651K | Sell |
7,278
-1,186
| -14% | -$106K | 0.1% | 84 |
|
|
2025
Q1 | $692K | Sell |
8,464
-1,208
| -12% | -$98.7K | 0.12% | 79 |
|
|
2024
Q4 | $731K | Sell |
9,672
-735
| -7% | -$55.6K | 0.12% | 81 |
|
|
2024
Q3 | $845K | Sell |
10,407
-430
| -4% | -$34.9K | 0.15% | 70 |
|
|
2024
Q2 | $881K | Buy |
10,837
+18
| +0.2% | +$1.46K | 0.16% | 71 |
|
|
2024
Q1 | $825K | Sell |
10,819
-128
| -1% | -$9.76K | 0.17% | 72 |
|
|
2023
Q4 | $812K | Sell |
10,947
-177
| -2% | -$13.1K | 0.18% | 70 |
|
|
2023
Q3 | $761K | Hold |
11,124
| – | – | 0.2% | 64 |
|
|
2023
Q2 | $806K | Buy |
11,124
+58
| +0.5% | +$4.2K | 0.2% | 62 |
|
|
2023
Q1 | $811K | Hold |
11,066
| – | – | 0.21% | 55 |
|
|
2022
Q4 | $788K | Sell |
11,066
-3,922
| -26% | -$279K | 0.21% | 57 |
|
|
2022
Q3 | $881K | Sell |
14,988
-16
| -0.1% | -$940 | 0.27% | 52 |
|
|
2022
Q2 | $987K | Sell |
15,004
-1,338
| -8% | -$88K | 0.29% | 50 |
|
|
2022
Q1 | $1.15M | Buy |
16,342
+38
| +0.2% | +$2.67K | 0.3% | 50 |
|
|
2021
Q4 | $1.28M | Buy |
16,304
+204
| +1% | +$16.1K | 0.34% | 46 |
|
|
2021
Q3 | $1.29M | Sell |
16,100
-664
| -4% | -$53.1K | 0.35% | 45 |
|
|
2021
Q2 | $1.32M | Sell |
16,764
-124
| -0.7% | -$9.76K | 0.38% | 44 |
|
|
2021
Q1 | $1.32M | Hold |
16,888
| – | – | 0.43% | 41 |
|
|
2020
Q4 | $1.28M | Sell |
16,888
-1,401
| -8% | -$107K | 0.44% | 40 |
|
|
2020
Q3 | $1.14M | Sell |
18,289
-105
| -0.6% | -$6.53K | 0.46% | 39 |
|
|
2020
Q2 | $1.17M | Buy |
18,394
+966
| +6% | +$61.7K | 0.47% | 39 |
|
|
2020
Q1 | $954K | Sell |
17,428
-3,117
| -15% | -$171K | 0.48% | 38 |
|
|
2019
Q4 | $1.43M | Sell |
20,545
-1,149
| -5% | -$80.2K | 0.64% | 31 |
|
|
2019
Q3 | $1.49M | Buy |
+21,694
| New | +$1.49M | 0.73% | 28 |
|