Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $204K | Buy |
2,693
+21
| +0.8% | +$1.59K | 0.04% | 163 |
|
|
2024
Q3 | $223K | Sell |
2,672
-427
| -14% | -$35.7K | 0.04% | 149 |
|
|
2024
Q2 | $243K | Buy |
3,099
+36
| +1% | +$2.82K | 0.05% | 124 |
|
|
2024
Q1 | $245K | Hold |
3,063
| – | – | 0.05% | 128 |
|
|
2023
Q4 | $231K | Buy |
3,063
+29
| +1% | +$2.19K | 0.06% | 124 |
|
|
2023
Q3 | $209K | Buy |
3,034
+16
| +0.5% | +$1.1K | 0.05% | 123 |
|
|
2023
Q2 | $219K | Buy |
3,018
+42
| +1% | +$3.05K | 0.05% | 123 |
|
|
2023
Q1 | $213K | Sell |
2,976
-167
| -5% | -$11.9K | 0.05% | 125 |
|
|
2022
Q4 | $206K | Sell |
3,143
-24
| -0.8% | -$1.58K | 0.05% | 123 |
|
|
2022
Q3 | $178K | Sell |
3,167
-146
| -4% | -$8.21K | 0.05% | 135 |
|
|
2022
Q2 | $207K | Buy |
3,313
+57
| +2% | +$3.56K | 0.05% | 114 |
|
|
2022
Q1 | $240K | Buy |
3,256
+5
| +0.2% | +$369 | 0.06% | 110 |
|
|
2021
Q4 | $256K | Buy |
3,251
+57
| +2% | +$4.49K | 0.06% | 112 |
|
|
2021
Q3 | $249K | Hold |
3,194
| – | – | 0.07% | 109 |
|
|
2021
Q2 | $252K | Buy |
3,194
+2,147
| +205% | +$169K | 0.07% | 106 |
|
|
2021
Q1 | $252 | Sell |
1,047
-2,277
| -69% | -$548 | 0.08% | 102 |
|
|
2020
Q4 | $243K | Buy |
3,324
+21
| +0.6% | +$1.54K | 0.08% | 104 |
|
|
2020
Q3 | $210K | Sell |
3,303
-616
| -16% | -$39.2K | 0.08% | 110 |
|
|
2020
Q2 | $239K | Sell |
3,919
-187
| -5% | -$11.4K | 0.09% | 93 |
|
|
2020
Q1 | $220K | Hold |
4,106
| – | – | 0.1% | 96 |
|
|
2019
Q4 | $285K | Buy |
+4,106
| New | +$285K | 0.12% | 99 |
|