SimpliFi Inc’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-7,635
| Closed | -$713K | – | 45 |
|
|
2025
Q3 | $713K | Sell |
7,635
-2,152
| -22% | -$196K | 0.31% | 22 |
|
|
2025
Q2 | $875K | Buy |
9,787
+588
| +6% | +$50.2K | 0.39% | 23 |
|
|
2025
Q1 | $752K | Buy |
9,199
+2,358
| +34% | +$190K | 0.35% | 25 |
|
|
2024
Q4 | $517K | Buy |
6,841
+11
| +0.2% | +$871 | 0.24% | 30 |
|
|
2024
Q3 | $571K | Sell |
6,830
-1,632
| -19% | -$131K | 0.25% | 28 |
|
|
2024
Q2 | $663K | Buy |
8,462
+615
| +8% | +$48.7K | 0.31% | 29 |
|
|
2024
Q1 | $627K | Sell |
7,847
-5,492
| -41% | -$420K | 0.29% | 26 |
|
|
2023
Q4 | $919K | Hold |
13,339
| – | – | 0.45% | 19 |
|
|
2023
Q3 | $919K | Buy |
13,339
+659
| +5% | +$47.2K | 0.45% | 19 |
|
|
2023
Q2 | $919K | Buy |
12,680
+29
| +0.2% | +$2.11K | 0.43% | 20 |
|
|
2023
Q1 | $905K | Sell |
12,651
-1,207
| -9% | -$84.4K | 0.44% | 21 |
|
|
2022
Q4 | $910K | Sell |
13,858
-2,532
| -15% | -$159K | 0.47% | 16 |
|
|
2022
Q3 | $918K | Buy |
16,390
+1,134
| +7% | +$70.7K | 0.48% | 16 |
|
|
2022
Q2 | $953K | Buy |
15,256
+446
| +3% | +$30.4K | 0.47% | 16 |
|
|
2022
Q1 | $1.09M | Sell |
14,810
-70
| -0.5% | -$5.24K | 0.5% | 16 |
|
|
2021
Q4 | $1.17M | Buy |
14,880
+325
| +2% | +$25.7K | 0.51% | 17 |
|
|
2021
Q3 | $1.14M | Buy |
14,555
+221
| +2% | +$17.7K | 0.51% | 12 |
|
|
2021
Q2 | $1.13M | Sell |
14,334
-1,765
| -11% | -$140K | 0.51% | 11 |
|
|
2021
Q1 | $1.22M | Sell |
16,099
-332
| -2% | -$25K | 0.57% | 13 |
|
|
2020
Q4 | $1.2M | Sell |
16,431
-1,358
| -8% | -$92.9K | 0.56% | 13 |
|
|
2020
Q3 | $1.13M | Buy |
17,789
+3,298
| +23% | +$211K | 0.56% | 13 |
|
|
2020
Q2 | $882K | Buy |
14,491
+443
| +3% | +$25.6K | 0.46% | 13 |
|
|
2020
Q1 | $751K | Sell |
14,048
-1,502
| -10% | -$95.3K | 0.47% | 15 |
|
|
2019
Q4 | $1.08M | Buy |
15,550
+473
| +3% | +$31.9K | 0.61% | 14 |
|
|
2019
Q3 | $983K | Sell |
15,077
-908
| -6% | -$58.5K | 0.58% | 14 |
|
|
2019
Q2 | $1.05M | Buy |
15,985
+990
| +7% | +$64.8K | 0.63% | 13 |
|
|
2019
Q1 | $973K | Buy |
14,995
+1,757
| +13% | +$111K | 0.61% | 13 |
|
|
2018
Q4 | $778K | Sell |
13,238
-23,973
| -64% | -$1.5M | 0.56% | 12 |
|
|
2018
Q3 | $2.53M | Sell |
37,211
-126,627
| -77% | -$8.55M | 1.76% | 11 |
|
|
2018
Q2 | $11M | Buy |
163,838
+7,089
| +5% | +$497K | 8.64% | 5 |
|
|
2018
Q1 | $10.9M | Buy |
156,749
+967
| +0.6% | +$68.9K | 8.97% | 6 |
|
|
2017
Q4 | $11M | Buy |
+155,782
| New | +$10.8M | 9.12% | 6 |
|
Other funds holding EFA
NMIMC
SimpliFi Inc's EFA Position: Q4 2025 in Review
SimpliFi Inc sold out of iShares MSCI EAFE ETF (EFA) in Q4 2025, closing a stake of 7,635 shares — an estimated $713K sold.
SimpliFi Inc first reported a position in EFA in Q4 2017 and held it in 32 quarters. The position peaked at $11M in Q2 2018. 2,209 funds tracked by Wall St. Rank hold EFA as of Q4 2025.
- SimpliFi Inc reported no remaining iShares MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
- SimpliFi Inc sold 7,635 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $713K.
- SimpliFi Inc first reported a position in iShares MSCI EAFE ETF in Q4 2017 and held it in 32 quarters.
- SimpliFi Inc's iShares MSCI EAFE ETF position peaked at $11M in Q2 2018.
- 2,209 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.
Based on SimpliFi Inc's 13F filing for Q4 2025, filed 23 Jan 2026.