Tiemann Investment Advisors’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 | $1.01M | Hold |
11,344
| – | – | 0.42% | 55 |
|
|
2025
Q1 | $927K | Sell |
11,344
-40
| -0.4% | -$3.27K | 0.42% | 54 |
|
|
2024
Q4 | $861K | Buy |
11,384
+1
| +0% | +$76 | 0.38% | 56 |
|
|
2024
Q3 | $952K | Sell |
11,383
-314
| -3% | -$26.3K | 0.41% | 53 |
|
|
2024
Q2 | $916K | Sell |
11,697
-910
| -7% | -$71.3K | 0.41% | 52 |
|
|
2024
Q1 | $1.01M | Sell |
12,607
-1,160
| -8% | -$92.6K | 0.45% | 48 |
|
|
2023
Q4 | $1.04M | Sell |
13,767
-1,339
| -9% | -$101K | 0.5% | 45 |
|
|
2023
Q3 | $1.04M | Sell |
15,106
-485
| -3% | -$33.4K | 0.56% | 43 |
|
|
2023
Q2 | $1.13M | Sell |
15,591
-225
| -1% | -$16.3K | 0.58% | 42 |
|
|
2023
Q1 | $1.13M | Sell |
15,816
-674
| -4% | -$48.2K | 0.62% | 41 |
|
|
2022
Q4 | $1.08M | Sell |
16,490
-41
| -0.2% | -$2.69K | 0.63% | 40 |
|
|
2022
Q3 | $926K | Sell |
16,531
-248
| -1% | -$13.9K | 0.6% | 42 |
|
|
2022
Q2 | $1.05M | Buy |
16,779
+3
| +0% | +$188 | 0.56% | 49 |
|
|
2022
Q1 | $1.24M | Hold |
16,776
| – | – | 0.57% | 47 |
|
|
2021
Q4 | $1.32M | Sell |
16,776
-28
| -0.2% | -$2.2K | 0.56% | 48 |
|
|
2021
Q3 | $1.31M | Sell |
16,804
-1,360
| -7% | -$106K | 0.62% | 40 |
|
|
2021
Q2 | $1.43M | Buy |
18,164
+118
| +0.7% | +$9.31K | 0.67% | 39 |
|
|
2021
Q1 | $1.37M | Sell |
18,046
-328
| -2% | -$24.9K | 0.68% | 37 |
|
|
2020
Q4 | $1.34M | Sell |
18,374
-15
| -0.1% | -$1.1K | 0.71% | 35 |
|
|
2020
Q3 | $1.17M | Sell |
18,389
-775
| -4% | -$49.3K | 0.73% | 38 |
|
|
2020
Q2 | $1.17M | Sell |
19,164
-386
| -2% | -$23.5K | 0.8% | 34 |
|
|
2020
Q1 | $1.05M | Sell |
19,550
-418
| -2% | -$22.3K | 0.91% | 30 |
|
|
2019
Q4 | $1.39M | Sell |
19,968
-460
| -2% | -$32K | 0.95% | 26 |
|
|
2019
Q3 | $1.33M | Sell |
20,428
-520
| -2% | -$33.9K | 0.97% | 27 |
|
|
2019
Q2 | $1.38M | Sell |
20,948
-245
| -1% | -$16.1K | 1% | 25 |
|
|
2019
Q1 | $1.38M | Sell |
21,193
-265
| -1% | -$17.2K | 1.05% | 27 |
|
|
2018
Q4 | $1.26M | Sell |
21,458
-80
| -0.4% | -$4.7K | 1.13% | 25 |
|
|
2018
Q3 | $1.46M | Sell |
21,538
-905
| -4% | -$61.5K | 1.11% | 23 |
|
|
2018
Q2 | $1.5M | Sell |
22,443
-503
| -2% | -$33.7K | 1.2% | 19 |
|
|
2018
Q1 | $1.6M | Buy |
22,946
+230
| +1% | +$16K | 1.29% | 14 |
|
|
2017
Q4 | $1.6M | Buy |
22,716
+56
| +0.2% | +$3.94K | 1.27% | 17 |
|
|
2017
Q3 | $1.55M | Sell |
22,660
-530
| -2% | -$36.3K | 1.31% | 17 |
|
|
2017
Q2 | $1.51M | Buy |
23,190
+40
| +0.2% | +$2.61K | 1.36% | 16 |
|
|
2017
Q1 | $1.44M | Sell |
23,150
-422
| -2% | -$26.3K | 1.34% | 17 |
|
|
2016
Q4 | $1.36M | Sell |
23,572
-1,190
| -5% | -$68.7K | 1.33% | 18 |
|
|
2016
Q3 | $1.46M | Sell |
24,762
-1,115
| -4% | -$65.9K | 1.34% | 17 |
|
|
2016
Q2 | $1.44M | Sell |
25,877
-1,672
| -6% | -$93.3K | 1.35% | 17 |
|
|
2016
Q1 | $1.58M | Buy |
27,549
+250
| +0.9% | +$14.3K | 1.56% | 13 |
|
|
2015
Q4 | $1.6M | Buy |
27,299
+7,150
| +35% | +$420K | 1.63% | 11 |
|
|
2015
Q3 | $1.16M | Buy |
20,149
+5,825
| +41% | +$334K | 1.26% | 18 |
|
|
2015
Q2 | $909K | Sell |
14,324
-530
| -4% | -$33.6K | 0.93% | 25 |
|
|
2015
Q1 | $953K | Buy |
14,854
+1,333
| +10% | +$85.5K | 0.99% | 22 |
|
|
2014
Q4 | $823K | Sell |
13,521
-1,376
| -9% | -$83.8K | 0.88% | 28 |
|
|
2014
Q3 | $955K | Buy |
14,897
+86
| +0.6% | +$5.51K | 1.06% | 24 |
|
|
2014
Q2 | $1.01M | Sell |
14,811
-89
| -0.6% | -$6.09K | 1.12% | 20 |
|
|
2014
Q1 | $1M | Buy |
14,900
+2,003
| +16% | +$135K | 1.12% | 21 |
|
|
2013
Q4 | $865K | Buy |
+12,897
| New | +$865K | 1.02% | 26 |
|