Reston Wealth Management’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 | $878K | Buy |
9,818
+1,629
| +20% | +$146K | 0.31% | 22 |
|
|
2025
Q1 | $669K | Sell |
8,189
-145
| -2% | -$11.9K | 0.27% | 22 |
|
|
2024
Q4 | $630K | Buy |
8,334
+115
| +1% | +$8.7K | 0.23% | 27 |
|
|
2024
Q3 | $687K | Sell |
8,219
-172
| -2% | -$14.4K | 0.25% | 26 |
|
|
2024
Q2 | $657K | Sell |
8,391
-192
| -2% | -$15K | 0.26% | 28 |
|
|
2024
Q1 | $685K | Sell |
8,583
-537
| -6% | -$42.9K | 0.28% | 26 |
|
|
2023
Q4 | $687K | Buy |
9,120
+8
| +0.1% | +$603 | 0.31% | 24 |
|
|
2023
Q3 | $628K | Sell |
9,112
-1,725
| -16% | -$119K | 0.32% | 24 |
|
|
2023
Q2 | $786K | Buy |
10,837
+82
| +0.8% | +$5.95K | 0.37% | 20 |
|
|
2023
Q1 | $769K | Sell |
10,755
-21
| -0.2% | -$1.5K | 0.4% | 19 |
|
|
2022
Q4 | $707K | Sell |
10,776
-1,985
| -16% | -$130K | 0.39% | 21 |
|
|
2022
Q3 | $715K | Sell |
12,761
-3,155
| -20% | -$177K | 0.43% | 23 |
|
|
2022
Q2 | $995K | Buy |
15,916
+373
| +2% | +$23.3K | 0.55% | 20 |
|
|
2022
Q1 | $1.14M | Sell |
15,543
-18
| -0.1% | -$1.33K | 0.59% | 18 |
|
|
2021
Q4 | $1.22M | Sell |
15,561
-156
| -1% | -$12.3K | 0.59% | 18 |
|
|
2021
Q3 | $1.23M | Sell |
15,717
-823
| -5% | -$64.2K | 0.64% | 17 |
|
|
2021
Q2 | $1.31M | Sell |
16,540
-2,838
| -15% | -$224K | 0.65% | 19 |
|
|
2021
Q1 | $1.47M | Buy |
19,378
+1,950
| +11% | +$148K | 0.77% | 16 |
|
|
2020
Q4 | $1.27M | Buy |
17,428
+225
| +1% | +$16.4K | 0.72% | 17 |
|
|
2020
Q3 | $1.1M | Hold |
17,203
| – | – | 0.7% | 17 |
|
|
2020
Q2 | $1.05M | Buy |
17,203
+128
| +0.7% | +$7.79K | 0.72% | 17 |
|
|
2020
Q1 | $913K | Buy |
17,075
+13,396
| +364% | +$716K | 0.73% | 18 |
|
|
2019
Q4 | $255K | Sell |
3,679
-245
| -6% | -$17K | 0.2% | 39 |
|
|
2019
Q3 | $256K | Sell |
3,924
-1,123
| -22% | -$73.3K | 0.23% | 37 |
|
|
2019
Q2 | $332K | Buy |
5,047
+154
| +3% | +$10.1K | 0.26% | 35 |
|
|
2019
Q1 | $325K | Sell |
4,893
-3,890
| -44% | -$258K | 0.26% | 35 |
|
|
2018
Q4 | $516K | Buy |
+8,783
| New | +$516K | 0.49% | 23 |
|