SC
Stephens Consulting’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
21,463
+3
| +0% | +$268 | 0.45% | 29 |
|
|
2025
Q1 | $1.75M | Hold |
21,460
| – | – | 0.44% | 29 |
|
|
2024
Q4 | $1.62M | Buy |
21,460
+21,318
| +15,013% | +$1.61M | 0.41% | 31 |
|
|
2024
Q3 | $11.9K | Hold |
142
| – | – | ﹤0.01% | 316 |
|
|
2024
Q2 | $11.2K | Sell |
142
-2
| -1% | -$157 | ﹤0.01% | 322 |
|
|
2024
Q1 | $11.5K | Hold |
144
| – | – | ﹤0.01% | 299 |
|
|
2023
Q4 | $10.8K | Buy |
144
+2
| +1% | +$151 | ﹤0.01% | 307 |
|
|
2023
Q3 | $9.79K | Hold |
142
| – | – | ﹤0.01% | 312 |
|
|
2023
Q2 | $10.3K | Buy |
142
+27
| +23% | +$1.96K | ﹤0.01% | 303 |
|
|
2023
Q1 | $8.23K | Buy |
+115
| New | +$8.23K | 0.01% | 342 |
|
|
2022
Q4 | – | Sell |
-15,087
| Closed | -$845K | – | 520 |
|
|
2022
Q3 | $845K | Buy |
15,087
+4,788
| +46% | +$268K | 0.76% | 24 |
|
|
2022
Q2 | $644K | Sell |
10,299
-1,462
| -12% | -$91.4K | 0.52% | 29 |
|
|
2022
Q1 | $866K | Sell |
11,761
-1,201
| -9% | -$88.4K | 0.71% | 26 |
|
|
2021
Q4 | $1.02M | Buy |
+12,962
| New | +$1.02M | 0.84% | 26 |
|