Tradition Wealth Management’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 | $464K | Buy |
5,191
+844
| +19% | +$75.4K | 0.04% | 277 |
|
|
2025
Q1 | $355K | Buy |
4,347
+37
| +0.9% | +$3.02K | 0.03% | 308 |
|
|
2024
Q4 | $326K | Buy |
4,310
+12
| +0.3% | +$907 | 0.03% | 310 |
|
|
2024
Q3 | $359K | Hold |
4,298
| – | – | 0.03% | 295 |
|
|
2024
Q2 | $337K | Sell |
4,298
-35
| -0.8% | -$2.74K | 0.03% | 294 |
|
|
2024
Q1 | $346K | Hold |
4,333
| – | – | 0.04% | 281 |
|
|
2023
Q4 | $326K | Buy |
4,333
+76
| +2% | +$5.72K | 0.03% | 262 |
|
|
2023
Q3 | $293K | Hold |
4,257
| – | – | 0.03% | 256 |
|
|
2023
Q2 | $309K | Sell |
4,257
-17
| -0.4% | -$1.23K | 0.04% | 249 |
|
|
2023
Q1 | $306K | Sell |
4,274
-75
| -2% | -$5.37K | 0.04% | 236 |
|
|
2022
Q4 | $285K | Sell |
4,349
-62
| -1% | -$4.06K | 0.04% | 225 |
|
|
2022
Q3 | $247K | Sell |
4,411
-135,560
| -97% | -$7.59M | 0.04% | 232 |
|
|
2022
Q2 | $8.75M | Sell |
139,971
-5,866
| -4% | -$367K | 1.27% | 21 |
|
|
2022
Q1 | $10.7M | Buy |
145,837
+5,069
| +4% | +$373K | 1.37% | 16 |
|
|
2021
Q4 | $11.1M | Buy |
140,768
+7,027
| +5% | +$553K | 1.39% | 15 |
|
|
2021
Q3 | $10.4M | Buy |
133,741
+6,460
| +5% | +$504K | 1.48% | 15 |
|
|
2021
Q2 | $10M | Buy |
127,281
+7,873
| +7% | +$621K | 1.5% | 11 |
|
|
2021
Q1 | $9.06M | Buy |
119,408
+9,581
| +9% | +$727K | 1.57% | 13 |
|
|
2020
Q4 | $8.01M | Buy |
+109,827
| New | +$8.01M | 1.55% | 14 |
|