TFA
Tobias Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
31,476
-3,168
| -9% | -$283K | 0.48% | 41 |
|
|
2025
Q1 | $2.83M | Sell |
34,644
-66
| -0.2% | -$5.39K | 0.55% | 34 |
|
|
2024
Q4 | $2.62M | Sell |
34,710
-898
| -3% | -$67.9K | 0.53% | 35 |
|
|
2024
Q3 | $2.98M | Buy |
35,608
+10,528
| +42% | +$880K | 0.6% | 33 |
|
|
2024
Q2 | $1.96M | Buy |
25,080
+333
| +1% | +$26.1K | 0.42% | 35 |
|
|
2024
Q1 | $1.98M | Sell |
24,747
-31
| -0.1% | -$2.48K | 0.45% | 37 |
|
|
2023
Q4 | $1.87M | Buy |
24,778
+1,548
| +7% | +$117K | 0.45% | 35 |
|
|
2023
Q3 | $1.6M | Sell |
23,230
-461
| -2% | -$31.8K | 0.42% | 43 |
|
|
2023
Q2 | $1.72M | Buy |
23,691
+200
| +0.9% | +$14.5K | 0.46% | 40 |
|
|
2023
Q1 | $1.68M | Buy |
23,491
+2,277
| +11% | +$163K | 0.49% | 38 |
|
|
2022
Q4 | $1.39M | Sell |
21,214
-2,959
| -12% | -$194K | 0.46% | 40 |
|
|
2022
Q3 | $1.35M | Sell |
24,173
-37,196
| -61% | -$2.08M | 0.48% | 39 |
|
|
2022
Q2 | $3.84M | Buy |
61,369
+16,416
| +37% | +$1.03M | 1.29% | 22 |
|
|
2022
Q1 | $3.31M | Buy |
+44,953
| New | +$3.31M | 1.14% | 22 |
|
|
2021
Q4 | – | Sell |
-5,095
| Closed | -$397K | – | 79 |
|
|
2021
Q3 | $397K | Sell |
5,095
-120
| -2% | -$9.35K | 0.15% | 53 |
|
|
2021
Q2 | $411K | Buy |
5,215
+104
| +2% | +$8.2K | 0.16% | 53 |
|
|
2021
Q1 | $388K | Sell |
5,111
-1,264
| -20% | -$96K | 0.16% | 52 |
|
|
2020
Q4 | $465K | Sell |
6,375
-184
| -3% | -$13.4K | 0.21% | 49 |
|
|
2020
Q3 | $417K | Sell |
6,559
-58
| -0.9% | -$3.69K | 0.23% | 49 |
|
|
2020
Q2 | $403K | Sell |
6,617
-14,936
| -69% | -$910K | 0.24% | 48 |
|
|
2020
Q1 | $1.15M | Buy |
21,553
+1
| +0% | +$53 | 0.83% | 24 |
|
|
2019
Q4 | $1.5M | Buy |
+21,552
| New | +$1.5M | 0.96% | 22 |
|