Sightline 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 | $515K | Buy |
5,766
+34
| +0.6% | +$3.04K | 0.25% | 51 |
|
|
2025
Q1 | $468K | Hold |
5,732
| – | – | 0.25% | 51 |
|
|
2024
Q4 | $433K | Buy |
5,732
+27
| +0.5% | +$2.04K | 0.23% | 53 |
|
|
2024
Q3 | $477K | Hold |
5,705
| – | – | 0.26% | 47 |
|
|
2024
Q2 | $447K | Buy |
5,705
+34
| +0.6% | +$2.66K | 0.28% | 51 |
|
|
2024
Q1 | $453K | Buy |
5,671
+1,225
| +28% | +$97.8K | 0.3% | 50 |
|
|
2023
Q4 | $335K | Buy |
4,446
+23
| +0.5% | +$1.73K | 0.25% | 54 |
|
|
2023
Q3 | $305K | Buy |
4,423
+33
| +0.8% | +$2.27K | 0.28% | 52 |
|
|
2023
Q2 | $314K | Hold |
4,390
| – | – | 0.31% | 43 |
|
|
2023
Q1 | $314K | Hold |
4,390
| – | – | 0.32% | 43 |
|
|
2022
Q4 | $288K | Sell |
4,390
-9,830
| -69% | -$645K | 0.31% | 44 |
|
|
2022
Q3 | $515K | Hold |
14,220
| – | – | 0.61% | 26 |
|
|
2022
Q2 | $568K | Buy |
14,220
+104
| +0.7% | +$4.15K | 0.55% | 29 |
|
|
2022
Q1 | $637K | Buy |
14,116
+6
| +0% | +$271 | 0.53% | 28 |
|
|
2021
Q4 | $691K | Buy |
14,110
+165
| +1% | +$8.08K | 0.62% | 25 |
|
|
2021
Q3 | $703K | Sell |
13,945
-100
| -0.7% | -$5.04K | 0.59% | 25 |
|
|
2021
Q2 | $775K | Buy |
14,045
+9,753
| +227% | +$538K | 0.64% | 23 |
|
|
2021
Q1 | $326K | Hold |
4,292
| – | – | 0.3% | 41 |
|
|
2020
Q4 | $313K | Buy |
+4,292
| New | +$313K | 0.31% | 42 |
|