PIA
Powell Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.53M | Buy |
73,028
+681
| +0.9% | +$60.9K | 2.45% | 10 |
|
|
2025
Q1 | $5.91M | Sell |
72,347
-17,644
| -20% | -$1.44M | 2.9% | 9 |
|
|
2024
Q4 | $6.8M | Sell |
89,991
-166
| -0.2% | -$12.6K | 3.15% | 7 |
|
|
2024
Q3 | $7.54M | Sell |
90,157
-1,278
| -1% | -$107K | 3.52% | 7 |
|
|
2024
Q2 | $7.16M | Sell |
91,435
-911
| -1% | -$71.4K | 3.71% | 7 |
|
|
2024
Q1 | $7.37M | Sell |
92,346
-4,154
| -4% | -$332K | 3.89% | 7 |
|
|
2023
Q4 | $7.27M | Buy |
96,500
+1,111
| +1% | +$83.7K | 4.02% | 7 |
|
|
2023
Q3 | $6.57M | Sell |
95,389
-1,776
| -2% | -$122K | 3.95% | 7 |
|
|
2023
Q2 | $7.04M | Sell |
97,165
-7,187
| -7% | -$521K | 4.12% | 7 |
|
|
2023
Q1 | $7.46M | Sell |
104,352
-3,179
| -3% | -$227K | 4.15% | 7 |
|
|
2022
Q4 | $7.06M | Sell |
107,531
-149
| -0.1% | -$9.78K | 4.1% | 7 |
|
|
2022
Q3 | $6.03M | Buy |
107,680
+1,926
| +2% | +$108K | 3.96% | 7 |
|
|
2022
Q2 | $6.61M | Buy |
105,754
+6,062
| +6% | +$379K | 4.01% | 7 |
|
|
2022
Q1 | $7.34M | Buy |
99,692
+7,808
| +8% | +$575K | 4.27% | 6 |
|
|
2021
Q4 | $7.24M | Buy |
91,884
+1,189
| +1% | +$93.7K | 4.12% | 6 |
|
|
2021
Q3 | $7.08M | Buy |
90,695
+260
| +0.3% | +$20.3K | 4.37% | 6 |
|
|
2021
Q2 | $7.13M | Buy |
90,435
+1,276
| +1% | +$101K | 4.38% | 6 |
|
|
2021
Q1 | $6.76M | Buy |
89,159
+3,657
| +4% | +$277K | 4.42% | 6 |
|
|
2020
Q4 | $6.24M | Buy |
85,502
+1,754
| +2% | +$128K | 4.75% | 6 |
|
|
2020
Q3 | $5.33M | Sell |
83,748
-329
| -0.4% | -$20.9K | 4.57% | 7 |
|
|
2020
Q2 | $5.12M | Buy |
84,077
+2,825
| +3% | +$172K | 4.95% | 6 |
|
|
2020
Q1 | $4.34M | Buy |
81,252
+3,125
| +4% | +$167K | 5.26% | 4 |
|
|
2019
Q4 | $5.43M | Buy |
+78,127
| New | +$5.43M | 5.65% | 3 |
|