TFO Wealth Partners’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 | $1.45M | Hold |
16,182
| – | – | 0.25% | 26 |
|
|
2025
Q1 | $1.32M | Buy |
+16,182
| New | +$1.32M | 0.26% | 22 |
|
|
2024
Q4 | – | Sell |
-4,800
| Closed | -$401K | – | 15 |
|
|
2024
Q3 | $401K | Hold |
4,800
| – | – | 0.07% | 29 |
|
|
2024
Q2 | $376K | Hold |
4,800
| – | – | 0.07% | 33 |
|
|
2024
Q1 | $383K | Sell |
4,800
-396
| -8% | -$31.6K | 0.07% | 29 |
|
|
2023
Q4 | $392K | Buy |
5,196
+1,108
| +27% | +$83.5K | 0.08% | 29 |
|
|
2023
Q3 | $296K | Buy |
4,088
+935
| +30% | +$67.8K | 0.06% | 35 |
|
|
2023
Q2 | $229K | Sell |
3,153
-24
| -0.8% | -$1.74K | 0.05% | 40 |
|
|
2023
Q1 | $227K | Buy |
3,177
+3,152
| +12,608% | +$225K | 0.05% | 39 |
|
|
2022
Q4 | $1.76K | Sell |
25
-4,147
| -99% | -$291K | ﹤0.01% | 277 |
|
|
2022
Q3 | $234K | Hold |
4,172
| – | – | 0.06% | 39 |
|
|
2022
Q2 | $261K | Hold |
4,172
| – | – | 0.06% | 39 |
|
|
2022
Q1 | $307K | Sell |
4,172
-440
| -10% | -$32.4K | 0.06% | 34 |
|
|
2021
Q4 | $355K | Buy |
4,612
+440
| +11% | +$33.9K | 0.07% | 29 |
|
|
2021
Q3 | $325K | Sell |
4,172
-18
| -0.4% | -$1.4K | 0.06% | 28 |
|
|
2021
Q2 | $333K | Buy |
4,190
+18
| +0.4% | +$1.43K | 0.07% | 23 |
|
|
2021
Q1 | $317K | Sell |
4,172
-459
| -10% | -$34.9K | 0.1% | 26 |
|
|
2020
Q4 | $338K | Sell |
4,631
-408
| -8% | -$29.8K | 0.11% | 22 |
|
|
2020
Q3 | $321K | Hold |
5,039
| – | – | 0.12% | 22 |
|
|
2020
Q2 | $307K | Sell |
5,039
-315
| -6% | -$19.2K | 0.12% | 24 |
|
|
2020
Q1 | $286K | Hold |
5,354
| – | – | 0.12% | 28 |
|
|
2019
Q4 | $371K | Buy |
+5,354
| New | +$371K | 0.34% | 24 |
|