Successful Portfolios’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 | $231K | Hold |
2,581
| – | – | 0.14% | 147 |
|
|
2025
Q1 | $211K | Buy |
+2,581
| New | +$211K | 0.14% | 145 |
|
|
2024
Q4 | – | Sell |
-2,722
| Closed | -$228K | – | 167 |
|
|
2024
Q3 | $228K | Sell |
2,722
-20
| -0.7% | -$1.67K | 0.15% | 137 |
|
|
2024
Q2 | $215K | Sell |
2,742
-33
| -1% | -$2.59K | 0.15% | 140 |
|
|
2024
Q1 | $222K | Sell |
2,775
-1,073
| -28% | -$85.7K | 0.15% | 143 |
|
|
2023
Q4 | $290K | Buy |
+3,848
| New | +$290K | 0.22% | 108 |
|
|
2023
Q3 | – | Sell |
-2,816
| Closed | -$204K | – | 151 |
|
|
2023
Q2 | $204K | Sell |
2,816
-666
| -19% | -$48.3K | 0.18% | 141 |
|
|
2023
Q1 | $249K | Sell |
3,482
-135
| -4% | -$9.66K | 0.16% | 149 |
|
|
2022
Q4 | $237K | Sell |
3,617
-482
| -12% | -$31.6K | 0.15% | 157 |
|
|
2022
Q3 | $230K | Buy |
4,099
+2
| +0% | +$112 | 0.17% | 154 |
|
|
2022
Q2 | $256K | Sell |
4,097
-455
| -10% | -$28.4K | 0.17% | 149 |
|
|
2022
Q1 | $335K | Sell |
4,552
-62
| -1% | -$4.56K | 0.19% | 135 |
|
|
2021
Q4 | $363K | Sell |
4,614
-29
| -0.6% | -$2.28K | 0.2% | 126 |
|
|
2021
Q3 | $362K | Hold |
4,643
| – | – | 0.22% | 119 |
|
|
2021
Q2 | $366K | Hold |
4,643
| – | – | 0.22% | 117 |
|
|
2021
Q1 | $352K | Hold |
4,643
| – | – | 0.23% | 111 |
|
|
2020
Q4 | $339K | Sell |
4,643
-21
| -0.5% | -$1.53K | 0.24% | 106 |
|
|
2020
Q3 | $297K | Hold |
4,664
| – | – | 0.24% | 115 |
|
|
2020
Q2 | $284K | Sell |
4,664
-93
| -2% | -$5.66K | 0.25% | 112 |
|
|
2020
Q1 | $254K | Sell |
4,757
-1,153
| -20% | -$61.6K | 0.26% | 105 |
|
|
2019
Q4 | $410K | Sell |
5,910
-141
| -2% | -$9.78K | 0.36% | 76 |
|
|
2019
Q3 | $395K | Hold |
6,051
| – | – | 0.37% | 78 |
|
|
2019
Q2 | $398K | Hold |
6,051
| – | – | 0.43% | 71 |
|
|
2019
Q1 | $392K | Hold |
6,051
| – | – | 0.43% | 71 |
|
|
2018
Q4 | $356K | Sell |
6,051
-1,062
| -15% | -$62.5K | 0.45% | 69 |
|
|
2018
Q3 | $484K | Sell |
7,113
-175
| -2% | -$11.9K | 0.53% | 57 |
|
|
2018
Q2 | $488K | Sell |
7,288
-68
| -0.9% | -$4.55K | 0.57% | 53 |
|
|
2018
Q1 | $513K | Buy |
7,356
+83
| +1% | +$5.79K | 0.62% | 49 |
|
|
2017
Q4 | $511K | Buy |
+7,273
| New | +$511K | 0.63% | 47 |
|