True Link Financial Advisors’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 | $3.14M | Sell |
35,152
-1,737
| -5% | -$155K | 0.22% | 20 |
|
|
2025
Q1 | $3.01M | Buy |
36,889
+13,459
| +57% | +$1.1M | 0.23% | 19 |
|
|
2024
Q4 | $1.77M | Sell |
23,430
-36
| -0.2% | -$2.72K | 0.15% | 19 |
|
|
2024
Q3 | $1.96M | Sell |
23,466
-977
| -4% | -$81.7K | 0.17% | 18 |
|
|
2024
Q2 | $1.91M | Sell |
24,443
-2,654
| -10% | -$208K | 0.18% | 18 |
|
|
2024
Q1 | $2.16M | Sell |
27,097
-143
| -0.5% | -$11.4K | 0.21% | 19 |
|
|
2023
Q4 | $2.05M | Sell |
27,240
-5,387
| -17% | -$406K | 0.22% | 19 |
|
|
2023
Q3 | $2.25M | Sell |
32,627
-220
| -0.7% | -$15.2K | 0.27% | 20 |
|
|
2023
Q2 | $2.38M | Buy |
32,847
+63
| +0.2% | +$4.57K | 0.29% | 19 |
|
|
2023
Q1 | $2.34M | Sell |
32,784
-150
| -0.5% | -$10.7K | 0.29% | 22 |
|
|
2022
Q4 | $2.16M | Sell |
32,934
-1,150
| -3% | -$75.5K | 0.29% | 23 |
|
|
2022
Q3 | $1.91M | Sell |
34,084
-3,338
| -9% | -$187K | 0.28% | 28 |
|
|
2022
Q2 | $2.34M | Buy |
37,422
+953
| +3% | +$59.6K | 0.35% | 26 |
|
|
2022
Q1 | $2.68M | Buy |
36,469
+9,003
| +33% | +$663K | 0.39% | 22 |
|
|
2021
Q4 | $2.16M | Sell |
27,466
-2,185
| -7% | -$172K | 0.29% | 38 |
|
|
2021
Q3 | $2.31M | Hold |
29,651
| – | – | 0.32% | 31 |
|
|
2021
Q2 | $2.34M | Hold |
29,651
| – | – | 0.34% | 31 |
|
|
2021
Q1 | $2.25M | Sell |
29,651
-1,049
| -3% | -$79.6K | 0.33% | 38 |
|
|
2020
Q4 | $2.24M | Buy |
+30,700
| New | +$2.24M | 0.35% | 36 |
|