Sequoia 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 | $6.12M | Buy |
68,411
+1,458
| +2% | +$130K | 0.04% | 248 |
|
|
2025
Q1 | $5.47M | Buy |
66,953
+48,338
| +260% | +$3.95M | 0.04% | 255 |
|
|
2024
Q4 | $1.41M | Buy |
18,615
+535
| +3% | +$40.5K | 0.01% | 487 |
|
|
2024
Q3 | $1.51M | Buy |
18,080
+1,268
| +8% | +$106K | 0.02% | 441 |
|
|
2024
Q2 | $1.32M | Sell |
16,812
-1,817
| -10% | -$142K | 0.02% | 418 |
|
|
2024
Q1 | $1.49M | Sell |
18,629
-2,627
| -12% | -$210K | 0.02% | 381 |
|
|
2023
Q4 | $1.6M | Buy |
21,256
+1,287
| +6% | +$97K | 0.02% | 411 |
|
|
2023
Q3 | $1.38M | Buy |
19,969
+19
| +0.1% | +$1.31K | 0.02% | 282 |
|
|
2023
Q2 | $1.45M | Sell |
19,950
-6,445
| -24% | -$467K | 0.02% | 285 |
|
|
2023
Q1 | $1.89M | Sell |
26,395
-574
| -2% | -$41.1K | 0.04% | 220 |
|
|
2022
Q4 | $1.77M | Sell |
26,969
-3,240
| -11% | -$213K | 0.04% | 212 |
|
|
2022
Q3 | $1.69M | Sell |
30,209
-623
| -2% | -$34.9K | 0.05% | 165 |
|
|
2022
Q2 | $1.93M | Sell |
30,832
-8,042
| -21% | -$503K | 0.05% | 178 |
|
|
2022
Q1 | $2.86M | Buy |
38,874
+6,936
| +22% | +$510K | 0.07% | 153 |
|
|
2021
Q4 | $2.51M | Buy |
31,938
+28,354
| +791% | +$2.23M | 0.07% | 160 |
|
|
2021
Q3 | $280K | Sell |
3,584
-16,383
| -82% | -$1.28M | 0.03% | 215 |
|
|
2021
Q2 | $1.58M | Sell |
19,967
-987
| -5% | -$77.9K | 0.06% | 172 |
|
|
2021
Q1 | $1.59M | Sell |
20,954
-484
| -2% | -$36.7K | 0.07% | 149 |
|
|
2020
Q4 | $1.56M | Sell |
21,438
-476
| -2% | -$34.7K | 0.07% | 144 |
|
|
2020
Q3 | $1.4M | Buy |
21,914
+465
| +2% | +$29.6K | 0.07% | 138 |
|
|
2020
Q2 | $1.31M | Sell |
21,449
-12,343
| -37% | -$752K | 0.08% | 125 |
|
|
2020
Q1 | $1.81M | Sell |
33,792
-2,245
| -6% | -$120K | 0.13% | 82 |
|
|
2019
Q4 | $2.5M | Buy |
36,037
+1,816
| +5% | +$126K | 0.16% | 83 |
|
|
2019
Q3 | $2.23M | Buy |
34,221
+7,973
| +30% | +$520K | 0.16% | 79 |
|
|
2019
Q2 | $1.73M | Sell |
26,248
-9,339
| -26% | -$614K | 0.13% | 93 |
|
|
2019
Q1 | $2.31M | Sell |
35,587
-1,582
| -4% | -$103K | 0.19% | 75 |
|
|
2018
Q4 | $2.19M | Sell |
37,169
-1,039
| -3% | -$61.1K | 0.25% | 67 |
|
|
2018
Q3 | $2.6M | Buy |
38,208
+265
| +0.7% | +$18K | 0.26% | 68 |
|
|
2018
Q2 | $2.54M | Sell |
37,943
-795
| -2% | -$53.2K | 0.27% | 66 |
|
|
2018
Q1 | $2.7M | Buy |
38,738
+9,673
| +33% | +$674K | 0.28% | 66 |
|
|
2017
Q4 | $2.04M | Buy |
29,065
+438
| +2% | +$30.8K | 0.22% | 77 |
|
|
2017
Q3 | $1.96M | Buy |
28,627
+5,006
| +21% | +$343K | 0.23% | 74 |
|
|
2017
Q2 | $1.54M | Buy |
23,621
+1,357
| +6% | +$88.5K | 0.19% | 88 |
|
|
2017
Q1 | $1.39M | Sell |
22,264
-160
| -0.7% | -$9.97K | 0.18% | 90 |
|
|
2016
Q4 | $1.3M | Sell |
22,424
-1,434
| -6% | -$82.8K | 0.19% | 86 |
|
|
2016
Q3 | $1.41M | Sell |
23,858
-14,559
| -38% | -$861K | 0.26% | 63 |
|
|
2016
Q2 | $2.14M | Buy |
38,417
+19,778
| +106% | +$1.1M | 0.6% | 41 |
|
|
2016
Q1 | $1.07M | Buy |
18,639
+2,568
| +16% | +$147K | 0.34% | 57 |
|
|
2015
Q4 | $944K | Buy |
16,071
+6,974
| +77% | +$410K | 0.38% | 53 |
|
|
2015
Q3 | $521K | Buy |
9,097
+289
| +3% | +$16.6K | 0.23% | 84 |
|
|
2015
Q2 | $559K | Hold |
8,808
| – | – | 0.24% | 86 |
|
|
2015
Q1 | $565K | Buy |
8,808
+729
| +9% | +$46.8K | 0.26% | 85 |
|
|
2014
Q4 | $492K | Hold |
8,079
| – | – | 0.34% | 72 |
|
|
2014
Q3 | $518K | Buy |
8,079
+454
| +6% | +$29.1K | 0.36% | 70 |
|
|
2014
Q2 | $521K | Buy |
7,625
+204
| +3% | +$13.9K | 0.4% | 63 |
|
|
2014
Q1 | $499K | Sell |
7,421
-2,219
| -23% | -$149K | 0.42% | 70 |
|
|
2013
Q4 | $647K | Buy |
+9,640
| New | +$647K | 0.54% | 51 |
|