TI
tru Independence’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Sell |
8,332
-680
| -8% | -$60.8K | 0.22% | 66 |
|
|
2025
Q1 | $737K | Sell |
9,012
-1,150
| -11% | -$94K | 0.23% | 65 |
|
|
2024
Q4 | $768K | Sell |
10,162
-194
| -2% | -$14.7K | 0.24% | 59 |
|
|
2024
Q3 | $866K | Buy |
10,356
+111
| +1% | +$9.28K | 0.25% | 64 |
|
|
2024
Q2 | $802K | Sell |
10,245
-153
| -1% | -$12K | 0.24% | 65 |
|
|
2024
Q1 | $830K | Sell |
10,398
-714
| -6% | -$57K | 0.24% | 68 |
|
|
2023
Q4 | $837K | Buy |
11,112
+542
| +5% | +$40.8K | 0.25% | 72 |
|
|
2023
Q3 | $729K | Hold |
10,570
| – | – | 0.25% | 73 |
|
|
2023
Q2 | $766K | Buy |
10,570
+192
| +2% | +$13.9K | 0.25% | 72 |
|
|
2023
Q1 | $742K | Sell |
10,378
-1,402
| -12% | -$100K | 0.24% | 74 |
|
|
2022
Q4 | $773K | Buy |
11,780
+13
| +0.1% | +$853 | 0.25% | 70 |
|
|
2022
Q3 | $659K | Sell |
11,767
-870
| -7% | -$48.7K | 0.23% | 73 |
|
|
2022
Q2 | $790K | Buy |
12,637
+350
| +3% | +$21.9K | 0.25% | 71 |
|
|
2022
Q1 | $904K | Sell |
12,287
-2,100
| -15% | -$155K | 0.24% | 75 |
|
|
2021
Q4 | $1.13M | Buy |
14,387
+847
| +6% | +$66.6K | 0.31% | 65 |
|
|
2021
Q3 | $1.06M | Buy |
13,540
+1,158
| +9% | +$90.3K | 0.3% | 66 |
|
|
2021
Q2 | $977K | Buy |
12,382
+265
| +2% | +$20.9K | 0.29% | 62 |
|
|
2021
Q1 | $919K | Buy |
+12,117
| New | +$919K | 0.17% | 123 |
|
|
2020
Q4 | – | Sell |
-3,855
| Closed | -$245K | – | 778 |
|
|
2020
Q3 | $245K | Buy |
+3,855
| New | +$245K | 0.07% | 150 |
|
|
2020
Q1 | – | Sell |
-17,373
| Closed | -$929K | – | 740 |
|
|
2019
Q4 | $929K | Buy |
+17,373
| New | +$929K | 0.13% | 118 |
|