Towerpoint Wealth’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 | $1.23M | Sell |
13,808
-432
| -3% | -$38.6K | 0.55% | 35 |
|
|
2025
Q1 | $1.16M | Sell |
14,240
-55
| -0.4% | -$4.5K | 0.58% | 33 |
|
|
2024
Q4 | $1.08M | Buy |
14,295
+15
| +0.1% | +$1.13K | 0.53% | 34 |
|
|
2024
Q3 | $1.19M | Sell |
14,280
-245
| -2% | -$20.5K | 0.57% | 30 |
|
|
2024
Q2 | $1.14M | Sell |
14,525
-40
| -0.3% | -$3.13K | 0.57% | 30 |
|
|
2024
Q1 | $1.16M | Sell |
14,565
-45
| -0.3% | -$3.59K | 0.58% | 30 |
|
|
2023
Q4 | $1.1M | Hold |
14,610
| – | – | 0.6% | 29 |
|
|
2023
Q3 | $1.01M | Sell |
14,610
-1,555
| -10% | -$107K | 0.6% | 30 |
|
|
2023
Q2 | $1.17M | Buy |
16,165
+1,020
| +7% | +$74K | 0.66% | 29 |
|
|
2023
Q1 | $1.08M | Hold |
15,145
| – | – | 0.62% | 28 |
|
|
2022
Q4 | $994K | Sell |
15,145
-345
| -2% | -$22.6K | 0.57% | 33 |
|
|
2022
Q3 | $868K | Sell |
15,490
-942
| -6% | -$52.8K | 0.52% | 36 |
|
|
2022
Q2 | $1.03M | Sell |
16,432
-1,090
| -6% | -$68.1K | 0.61% | 33 |
|
|
2022
Q1 | $1.29M | Sell |
17,522
-1,515
| -8% | -$112K | 0.64% | 30 |
|
|
2021
Q4 | $1.5M | Sell |
19,037
-225
| -1% | -$17.7K | 0.71% | 29 |
|
|
2021
Q3 | $1.5M | Sell |
19,262
-189
| -1% | -$14.7K | 0.75% | 27 |
|
|
2021
Q2 | $1.53M | Sell |
19,451
-330
| -2% | -$26K | 0.76% | 28 |
|
|
2021
Q1 | $1.5M | Sell |
19,781
-185
| -0.9% | -$14K | 0.72% | 25 |
|
|
2020
Q4 | $1.46M | Hold |
19,966
| – | – | 0.73% | 26 |
|
|
2020
Q3 | $1.27M | Sell |
19,966
-460
| -2% | -$29.3K | 0.71% | 26 |
|
|
2020
Q2 | $1.24M | Sell |
20,426
-6,743
| -25% | -$410K | 0.77% | 26 |
|
|
2020
Q1 | $1.45M | Sell |
27,169
-520
| -2% | -$27.8K | 1.15% | 23 |
|
|
2019
Q4 | $1.92M | Sell |
27,689
-150
| -0.5% | -$10.4K | 1.27% | 21 |
|
|
2019
Q3 | $1.82M | Sell |
27,839
-305
| -1% | -$19.9K | 1.23% | 21 |
|
|
2019
Q2 | $1.81M | Sell |
28,144
-1,671
| -6% | -$108K | 1.27% | 19 |
|
|
2019
Q1 | $1.93M | Sell |
29,815
-1,675
| -5% | -$109K | 1.35% | 19 |
|
|
2018
Q4 | $1.85M | Buy |
31,490
+17,004
| +117% | +$1,000K | 1.48% | 18 |
|
|
2018
Q3 | $985K | Sell |
14,486
-646
| -4% | -$43.9K | 0.82% | 18 |
|
|
2018
Q2 | $1.01M | Sell |
15,132
-560
| -4% | -$37.5K | 0.95% | 19 |
|
|
2018
Q1 | $1.09M | Buy |
15,692
+251
| +2% | +$17.5K | 1.21% | 18 |
|
|
2017
Q4 | $1.09M | Buy |
+15,441
| New | +$1.09M | 1.44% | 15 |
|