Sax Wealth 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 | $1.88M | Buy |
21,038
+2,780
| +15% | +$249K | 0.11% | 107 |
|
|
2025
Q1 | $1.49M | Buy |
18,258
+3,179
| +21% | +$260K | 0.11% | 104 |
|
|
2024
Q4 | $1.14M | Buy |
15,079
+3,377
| +29% | +$255K | 0.09% | 108 |
|
|
2024
Q3 | $979K | Buy |
11,702
+2,181
| +23% | +$182K | 0.09% | 92 |
|
|
2024
Q2 | $746K | Buy |
9,521
+763
| +9% | +$59.8K | 0.07% | 109 |
|
|
2024
Q1 | $699K | Sell |
8,758
-65
| -0.7% | -$5.19K | 0.08% | 97 |
|
|
2023
Q4 | $665K | Buy |
8,823
+581
| +7% | +$43.8K | 0.11% | 96 |
|
|
2023
Q3 | $568K | Sell |
8,242
-335
| -4% | -$23.1K | 0.11% | 102 |
|
|
2023
Q2 | $622K | Buy |
8,577
+2
| +0% | +$145 | 0.12% | 91 |
|
|
2023
Q1 | $613K | Buy |
8,575
+150
| +2% | +$10.7K | 0.13% | 90 |
|
|
2022
Q4 | $553K | Sell |
8,425
-255
| -3% | -$16.7K | 0.13% | 94 |
|
|
2022
Q3 | $486K | Sell |
8,680
-93
| -1% | -$5.21K | 0.13% | 99 |
|
|
2022
Q2 | $548K | Sell |
8,773
-2,287
| -21% | -$143K | 0.14% | 96 |
|
|
2022
Q1 | $814K | Buy |
11,060
+734
| +7% | +$54K | 0.2% | 68 |
|
|
2021
Q4 | $812K | Buy |
10,326
+5
| +0% | +$393 | 0.17% | 75 |
|
|
2021
Q3 | $805K | Hold |
10,321
| – | – | 0.19% | 73 |
|
|
2021
Q2 | $814K | Buy |
10,321
+80
| +0.8% | +$6.31K | 0.28% | 64 |
|
|
2021
Q1 | $777K | Buy |
10,241
+590
| +6% | +$44.8K | 0.28% | 62 |
|
|
2020
Q4 | $704K | Buy |
+9,651
| New | +$704K | 0.32% | 59 |
|