Sound Income Strategies’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 | $355K | Buy |
3,972
+3,111
| +361% | +$278K | 0.02% | 207 |
|
|
2025
Q1 | $70.4K | Sell |
861
-1
| -0.1% | -$82 | ﹤0.01% | 450 |
|
|
2024
Q4 | $65.2K | Sell |
862
-31,275
| -97% | -$2.36M | ﹤0.01% | 419 |
|
|
2024
Q3 | $2.69M | Buy |
32,137
+412
| +1% | +$34.5K | 0.17% | 104 |
|
|
2024
Q2 | $2.48M | Buy |
31,725
+31,534
| +16,510% | +$2.47M | 0.16% | 104 |
|
|
2024
Q1 | $15.3K | Hold |
191
| – | – | ﹤0.01% | 649 |
|
|
2023
Q4 | $14.4K | Buy |
191
+4
| +2% | +$301 | ﹤0.01% | 656 |
|
|
2023
Q3 | $12.9K | Hold |
187
| – | – | ﹤0.01% | 529 |
|
|
2023
Q2 | $13.6K | Hold |
187
| – | – | ﹤0.01% | 510 |
|
|
2023
Q1 | $13.4K | Buy |
+187
| New | +$13.4K | ﹤0.01% | 496 |
|
|
2022
Q3 | – | Sell |
-2,707
| Closed | -$169K | – | 906 |
|
|
2022
Q2 | $169K | Buy |
2,707
+2,484
| +1,114% | +$155K | 0.02% | 142 |
|
|
2022
Q1 | $16K | Buy |
223
+203
| +1,015% | +$14.6K | ﹤0.01% | 388 |
|
|
2021
Q4 | $2K | Sell |
20
-172
| -90% | -$17.2K | ﹤0.01% | 708 |
|
|
2021
Q3 | $15K | Buy |
192
+172
| +860% | +$13.4K | ﹤0.01% | 385 |
|
|
2021
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 719 |
|
|
2021
Q1 | $1.52K | Hold |
20
| – | – | ﹤0.01% | 786 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 772 |
|
|
2020
Q3 | $1K | Sell |
20
-20
| -50% | -$1K | ﹤0.01% | 733 |
|
|
2020
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 632 |
|
|
2020
Q1 | $2K | Sell |
40
-30
| -43% | -$1.5K | ﹤0.01% | 580 |
|
|
2019
Q4 | $5K | Hold |
70
| – | – | ﹤0.01% | 448 |
|
|
2019
Q3 | $5K | Hold |
70
| – | – | ﹤0.01% | 417 |
|
|
2019
Q2 | $5K | Hold |
70
| – | – | ﹤0.01% | 433 |
|
|
2019
Q1 | $5K | Sell |
70
-381
| -84% | -$27.2K | ﹤0.01% | 428 |
|
|
2018
Q4 | $27K | Buy |
451
+431
| +2,155% | +$25.8K | 0.01% | 193 |
|
|
2018
Q3 | $1K | Sell |
20
-40
| -67% | -$2K | ﹤0.01% | 606 |
|
|
2018
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 441 |
|
|
2018
Q1 | $4K | Buy |
60
+20
| +50% | +$1.33K | ﹤0.01% | 410 |
|
|
2017
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 363 |
|