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PSI Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,864
| Closed | -$104K | – | 788 |
|
|
2022
Q3 | $104K | Sell |
1,864
-650
| -26% | -$36.3K | 0.05% | 160 |
|
|
2022
Q2 | $157K | Sell |
2,514
-870
| -26% | -$54.3K | 0.08% | 139 |
|
|
2022
Q1 | $249K | Sell |
3,384
-308
| -8% | -$22.7K | 0.1% | 119 |
|
|
2021
Q4 | $290K | Sell |
3,692
-37
| -1% | -$2.91K | 0.12% | 120 |
|
|
2021
Q3 | $291K | Sell |
3,729
-391
| -9% | -$30.5K | 0.13% | 118 |
|
|
2021
Q2 | $324K | Sell |
4,120
-65
| -2% | -$5.11K | 0.17% | 105 |
|
|
2021
Q1 | $317K | Sell |
4,185
-155
| -4% | -$11.7K | 0.19% | 99 |
|
|
2020
Q4 | $316K | Sell |
4,340
-134
| -3% | -$9.76K | 0.22% | 89 |
|
|
2020
Q3 | $284K | Hold |
4,474
| – | – | 0.22% | 90 |
|
|
2020
Q2 | $272K | Sell |
4,474
-1,502
| -25% | -$91.3K | 0.22% | 87 |
|
|
2020
Q1 | $319K | Sell |
5,976
-666
| -10% | -$35.6K | 0.29% | 66 |
|
|
2019
Q4 | $461K | Buy |
+6,642
| New | +$461K | 0.3% | 71 |
|