Ridgewood Investments’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 | $35.7K | Sell |
399
-400
| -50% | -$35.8K | 0.02% | 381 |
|
|
2025
Q1 | $65.3K | Sell |
799
-350
| -30% | -$28.6K | 0.03% | 283 |
|
|
2024
Q4 | $86.9K | Hold |
1,149
| – | – | 0.04% | 250 |
|
|
2024
Q3 | $96.1K | Sell |
1,149
-1
| -0.1% | -$84 | 0.05% | 241 |
|
|
2024
Q2 | $90.1K | Buy |
+1,150
| New | +$90.1K | 0.05% | 251 |
|
|
2023
Q3 | – | Sell |
-1,860
| Closed | -$135K | – | 332 |
|
|
2023
Q2 | $135K | Hold |
1,860
| – | – | 0.08% | 210 |
|
|
2023
Q1 | $133K | Buy |
+1,860
| New | +$133K | 0.08% | 223 |
|
|
2021
Q1 | – | Sell |
-4,416
| Closed | -$281K | – | 196 |
|
|
2020
Q4 | $281K | Hold |
4,416
| – | – | 0.22% | 128 |
|
|
2020
Q3 | $281K | Hold |
4,416
| – | – | 0.22% | 129 |
|
|
2020
Q2 | $269K | Sell |
4,416
-341
| -7% | -$20.8K | 0.22% | 131 |
|
|
2020
Q1 | $254K | Buy |
4,757
+127
| +3% | +$6.78K | 0.26% | 113 |
|
|
2019
Q4 | $321K | Hold |
4,630
| – | – | 0.23% | 129 |
|
|
2019
Q3 | $302K | Buy |
4,630
+730
| +19% | +$47.6K | 0.24% | 129 |
|
|
2019
Q2 | $256K | Hold |
3,900
| – | – | 0.2% | 143 |
|
|
2019
Q1 | $253K | Hold |
3,900
| – | – | 0.21% | 144 |
|
|
2018
Q4 | $265K | Hold |
3,900
| – | – | 0.21% | 134 |
|
|
2018
Q3 | $265K | Buy |
+3,900
| New | +$265K | 0.21% | 135 |
|