Tilson Financial Group’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 | $594K | Sell |
6,647
-30
| -0.4% | -$2.68K | 0.22% | 45 |
|
|
2025
Q1 | $546K | Sell |
6,677
-283
| -4% | -$23.1K | 0.22% | 50 |
|
|
2024
Q4 | $526K | Hold |
6,960
| – | – | 0.21% | 50 |
|
|
2024
Q3 | $582K | Buy |
+6,960
| New | +$582K | 0.25% | 45 |
|
|
2024
Q2 | – | Sell |
-6,527
| Closed | -$521K | – | 43 |
|
|
2024
Q1 | $521K | Hold |
6,527
| – | – | 0.28% | 49 |
|
|
2023
Q4 | $492K | Sell |
6,527
-369
| -5% | -$27.8K | 0.32% | 43 |
|
|
2023
Q3 | $475K | Buy |
+6,896
| New | +$475K | 0.37% | 44 |
|
|
2023
Q2 | – | Sell |
-7,518
| Closed | -$538K | – | 35 |
|
|
2023
Q1 | $538K | Hold |
7,518
| – | – | 0.44% | 39 |
|
|
2022
Q4 | $493K | Buy |
+7,518
| New | +$493K | 0.42% | 40 |
|