Private Wealth Advisors (California)’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 | $2.82M | Buy |
31,539
+1,483
| +5% | +$133K | 1.03% | 36 |
|
|
2025
Q1 | $2.46M | Buy |
30,056
+532
| +2% | +$43.5K | 0.89% | 37 |
|
|
2024
Q4 | $2.23M | Buy |
29,524
+1,696
| +6% | +$128K | 0.88% | 37 |
|
|
2024
Q3 | $2.31M | Buy |
27,828
+616
| +2% | +$51.1K | 0.88% | 39 |
|
|
2024
Q2 | $2.14M | Buy |
27,212
+2,804
| +11% | +$220K | 0.82% | 37 |
|
|
2024
Q1 | $1.95M | Sell |
24,408
-3,938
| -14% | -$314K | 0.79% | 37 |
|
|
2023
Q4 | $2.14M | Buy |
28,346
+769
| +3% | +$57.9K | 0.83% | 32 |
|
|
2023
Q3 | $1.9M | Sell |
27,577
-118
| -0.4% | -$8.13K | 0.8% | 35 |
|
|
2023
Q2 | $2.01M | Buy |
27,695
+255
| +0.9% | +$18.5K | 0.82% | 32 |
|
|
2023
Q1 | $1.96M | Sell |
27,440
-46
| -0.2% | -$3.29K | 0.83% | 34 |
|
|
2022
Q4 | $1.8M | Sell |
27,486
-812
| -3% | -$53.3K | 0.61% | 32 |
|
|
2022
Q3 | $1.59M | Sell |
28,298
-39
| -0.1% | -$2.18K | 0.74% | 34 |
|
|
2022
Q2 | $1.88M | Sell |
28,337
-63
| -0.2% | -$4.17K | 0.69% | 35 |
|
|
2022
Q1 | $2.09M | Sell |
28,400
-38
| -0.1% | -$2.8K | 0.67% | 33 |
|
|
2021
Q4 | $2.24M | Buy |
28,438
+117
| +0.4% | +$9.2K | 0.48% | 30 |
|
|
2021
Q3 | $2.18M | Sell |
28,321
-270
| -0.9% | -$20.8K | 0.52% | 32 |
|
|
2021
Q2 | $2.26M | Sell |
28,591
-735
| -3% | -$58K | 0.69% | 32 |
|
|
2021
Q1 | $2.23M | Sell |
29,326
-7,618
| -21% | -$578K | 0.75% | 26 |
|
|
2020
Q4 | $2.77M | Sell |
36,944
-527
| -1% | -$39.5K | 0.96% | 23 |
|
|
2020
Q3 | $2.39M | Sell |
37,471
-598
| -2% | -$38.1K | 1.24% | 20 |
|
|
2020
Q2 | $2.32M | Sell |
38,069
-37,190
| -49% | -$2.26M | 1.61% | 17 |
|
|
2020
Q1 | $4.02M | Sell |
75,259
-56,898
| -43% | -$3.04M | 3.3% | 12 |
|
|
2019
Q4 | $9.18M | Sell |
132,157
-8,951
| -6% | -$622K | 5.28% | 3 |
|
|
2019
Q3 | $9.2M | Buy |
141,108
+9,530
| +7% | +$621K | 6% | 5 |
|
|
2019
Q2 | $8.53M | Hold |
131,578
| – | – | 5.81% | 6 |
|
|
2019
Q1 | $8.53M | Buy |
131,578
+6,350
| +5% | +$412K | 5.81% | 6 |
|
|
2018
Q4 | $7.36M | Buy |
+125,228
| New | +$7.36M | 5.95% | 6 |
|