Rede Wealth’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 | – | Sell |
-2,452
| Closed | -$200K | – | 107 |
|
2025
Q1 | $200K | Buy |
+2,452
| New | +$200K | 0.07% | 105 |
|
2024
Q4 | – | Sell |
-3,291
| Closed | -$275K | – | 104 |
|
2024
Q3 | $275K | Hold |
3,291
| – | – | 0.11% | 88 |
|
2024
Q2 | $258K | Sell |
3,291
-375
| -10% | -$29.4K | 0.24% | 89 |
|
2024
Q1 | $293K | Sell |
3,666
-114
| -3% | -$9.1K | 0.12% | 79 |
|
2023
Q4 | $285K | Sell |
3,780
-460
| -11% | -$34.7K | 0.14% | 72 |
|
2023
Q3 | $292K | Sell |
4,240
-2,219
| -34% | -$153K | 0.15% | 62 |
|
2023
Q2 | $468K | Buy |
6,459
+6
| +0.1% | +$435 | 0.22% | 50 |
|
2023
Q1 | $462K | Buy |
6,453
+45
| +0.7% | +$3.22K | 0.24% | 50 |
|
2022
Q4 | $421K | Sell |
6,408
-451
| -7% | -$29.6K | 0.22% | 52 |
|
2022
Q3 | $385K | Sell |
6,859
-20
| -0.3% | -$1.12K | 0.23% | 54 |
|
2022
Q2 | $430K | Sell |
6,879
-349
| -5% | -$21.8K | 0.25% | 56 |
|
2022
Q1 | $532K | Buy |
7,228
+68
| +0.9% | +$5.01K | 0.25% | 51 |
|
2021
Q4 | $563K | Sell |
7,160
-55
| -0.8% | -$4.33K | 0.28% | 51 |
|
2021
Q3 | $563K | Buy |
7,215
+130
| +2% | +$10.1K | 0.3% | 52 |
|
2021
Q2 | $559K | Sell |
7,085
-28
| -0.4% | -$2.21K | 0.3% | 51 |
|
2021
Q1 | $540K | Buy |
7,113
+3,081
| +76% | +$234K | 0.31% | 44 |
|
2020
Q4 | $294K | Buy |
+4,032
| New | +$294K | 0.2% | 73 |
|