RTD Financial Advisors’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 | $329K | Sell |
3,683
-200
| -5% | -$17.9K | 0.04% | 91 |
|
|
2025
Q1 | $317K | Sell |
3,883
-1,765
| -31% | -$144K | 0.04% | 99 |
|
|
2024
Q4 | $427K | Sell |
5,648
-66
| -1% | -$4.99K | 0.05% | 86 |
|
|
2024
Q3 | $478K | Sell |
5,714
-157
| -3% | -$13.1K | 0.06% | 83 |
|
|
2024
Q2 | $460K | Sell |
5,871
-36
| -0.6% | -$2.82K | 0.06% | 83 |
|
|
2024
Q1 | $472K | Sell |
5,907
-73
| -1% | -$5.83K | 0.06% | 77 |
|
|
2023
Q4 | $451K | Sell |
5,980
-1,738
| -23% | -$131K | 0.06% | 78 |
|
|
2023
Q3 | $532K | Buy |
7,718
+74
| +1% | +$5.1K | 0.08% | 73 |
|
|
2023
Q2 | $554K | Buy |
7,644
+1,767
| +30% | +$128K | 0.08% | 70 |
|
|
2023
Q1 | $420K | Sell |
5,877
-1,360
| -19% | -$97.3K | 0.07% | 73 |
|
|
2022
Q4 | $475K | Sell |
7,237
-2,298
| -24% | -$151K | 0.08% | 70 |
|
|
2022
Q3 | $534K | Sell |
9,535
-6,050
| -39% | -$339K | 0.1% | 68 |
|
|
2022
Q2 | $974K | Sell |
15,585
-280
| -2% | -$17.5K | 0.15% | 62 |
|
|
2022
Q1 | $1.17M | Buy |
15,865
+1,234
| +8% | +$90.8K | 0.16% | 59 |
|
|
2021
Q4 | $1.15M | Buy |
+14,631
| New | +$1.15M | 0.15% | 61 |
|