RIA
Regal 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 | $1.29M | Buy |
14,467
+2,911
| +25% | +$260K | 0.1% | 200 |
|
|
2025
Q1 | $945K | Sell |
11,556
-5,429
| -32% | -$444K | 0.08% | 228 |
|
|
2024
Q4 | $1.28M | Sell |
16,985
-1,570
| -8% | -$119K | 0.1% | 203 |
|
|
2024
Q3 | $1.55M | Buy |
18,555
+1,501
| +9% | +$126K | 0.11% | 198 |
|
|
2024
Q2 | $1.34M | Buy |
17,054
+734
| +4% | +$57.5K | 0.09% | 215 |
|
|
2024
Q1 | $1.3M | Sell |
16,320
-545
| -3% | -$43.5K | 0.09% | 217 |
|
|
2023
Q4 | $1.27M | Buy |
16,865
+1,877
| +13% | +$141K | 0.1% | 201 |
|
|
2023
Q3 | $1.03M | Buy |
14,988
+1,765
| +13% | +$122K | 0.09% | 205 |
|
|
2023
Q2 | $959K | Buy |
13,223
+2,703
| +26% | +$196K | 0.08% | 208 |
|
|
2023
Q1 | $752K | Buy |
10,520
+2,255
| +27% | +$161K | 0.07% | 227 |
|
|
2022
Q4 | $543K | Sell |
8,265
-34
| -0.4% | -$2.23K | 0.05% | 263 |
|
|
2022
Q3 | $465K | Buy |
8,299
+238
| +3% | +$13.3K | 0.05% | 279 |
|
|
2022
Q2 | $504K | Sell |
8,061
-500
| -6% | -$31.3K | 0.05% | 275 |
|
|
2022
Q1 | $630K | Buy |
8,561
+66
| +0.8% | +$4.86K | 0.06% | 277 |
|
|
2021
Q4 | $668K | Buy |
8,495
+174
| +2% | +$13.7K | 0.06% | 296 |
|
|
2021
Q3 | $649K | Hold |
8,321
| – | – | 0.06% | 298 |
|
|
2021
Q2 | $656K | Buy |
+8,321
| New | +$656K | 0.07% | 291 |
|
|
2021
Q1 | – | Sell |
-5,954
| Closed | -$434K | – | 125 |
|
|
2020
Q4 | $434K | Buy |
+5,954
| New | +$434K | 0.05% | 304 |
|
|
2020
Q3 | – | Sell |
-5,711
| Closed | -$348K | – | 48 |
|
|
2020
Q2 | $348K | Buy |
+5,711
| New | +$348K | 0.06% | 218 |
|
|
2020
Q1 | – | Sell |
-10,662
| Closed | -$740K | – | 89 |
|
|
2019
Q4 | $740K | Buy |
10,662
+688
| +7% | +$47.8K | 0.13% | 158 |
|
|
2019
Q3 | $650K | Buy |
9,974
+484
| +5% | +$31.5K | 0.13% | 165 |
|
|
2019
Q2 | $624K | Buy |
9,490
+1,508
| +19% | +$99.2K | 0.12% | 165 |
|
|
2019
Q1 | $518K | Sell |
7,982
-11,881
| -60% | -$771K | 0.11% | 182 |
|
|
2018
Q4 | $1.17M | Sell |
19,863
-13,721
| -41% | -$807K | 0.26% | 113 |
|
|
2018
Q3 | $2.28M | Buy |
33,584
+14,951
| +80% | +$1.02M | 0.48% | 59 |
|
|
2018
Q2 | $1.25M | Sell |
18,633
-8,020
| -30% | -$537K | 0.38% | 93 |
|
|
2018
Q1 | $1.86M | Buy |
26,653
+5,344
| +25% | +$372K | 0.41% | 78 |
|
|
2017
Q4 | $1.5M | Sell |
21,309
-431
| -2% | -$30.3K | 0.33% | 99 |
|
|
2017
Q3 | $1.49M | Buy |
21,740
+6,402
| +42% | +$438K | 0.35% | 96 |
|
|
2017
Q2 | $1M | Sell |
15,338
-8,865
| -37% | -$578K | 0.25% | 113 |
|
|
2017
Q1 | $1.51M | Sell |
24,203
-7,415
| -23% | -$462K | 0.39% | 87 |
|
|
2016
Q4 | $1.83M | Buy |
31,618
+5,403
| +21% | +$312K | 0.5% | 72 |
|
|
2016
Q3 | $1.55M | Sell |
26,215
-60,007
| -70% | -$3.55M | 0.44% | 76 |
|
|
2016
Q2 | $4.81M | Sell |
86,222
-5,780
| -6% | -$323K | 1.32% | 12 |
|
|
2016
Q1 | $5.26M | Sell |
92,002
-1,704
| -2% | -$97.4K | 1.42% | 11 |
|
|
2015
Q4 | $5.5M | Sell |
93,706
-731
| -0.8% | -$42.9K | 1.43% | 11 |
|
|
2015
Q3 | $5.41M | Sell |
94,437
-21,651
| -19% | -$1.24M | 1.4% | 8 |
|
|
2015
Q2 | $7.37M | Buy |
116,088
+19,083
| +20% | +$1.21M | 1.99% | 2 |
|
|
2015
Q1 | $6.23M | Buy |
97,005
+21,534
| +29% | +$1.38M | 1.54% | 8 |
|
|
2014
Q4 | $4.59M | Sell |
75,471
-25,435
| -25% | -$1.55M | 1.23% | 11 |
|
|
2014
Q3 | $6.47M | Buy |
100,906
+69,883
| +225% | +$4.48M | 1.96% | 4 |
|
|
2014
Q2 | $2.12M | Sell |
31,023
-20,444
| -40% | -$1.4M | 0.76% | 49 |
|
|
2014
Q1 | $3.46M | Buy |
51,467
+42,319
| +463% | +$2.84M | 1.46% | 6 |
|
|
2013
Q4 | $614K | Sell |
9,148
-988
| -10% | -$66.3K | 0.35% | 92 |
|
|
2013
Q3 | $647K | Sell |
10,136
-2,774
| -21% | -$177K | 0.38% | 95 |
|
|
2013
Q2 | $755K | Buy |
+12,910
| New | +$755K | 0.42% | 80 |
|