TRUE Private Wealth 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 | $361K | Buy |
4,037
+15
| +0.4% | +$1.34K | 0.04% | 186 |
|
|
2025
Q1 | $329K | Buy |
+4,022
| New | +$329K | 0.04% | 175 |
|
|
2023
Q3 | – | Sell |
-4,271
| Closed | -$310K | – | 263 |
|
|
2023
Q2 | $310K | Buy |
4,271
+107
| +3% | +$7.76K | 0.05% | 166 |
|
|
2023
Q1 | $298K | Buy |
+4,164
| New | +$298K | 0.04% | 173 |
|
|
2021
Q1 | – | Sell |
-1,047
| Closed | -$76K | – | 369 |
|
|
2020
Q4 | $76K | Hold |
1,047
| – | – | 0.01% | 308 |
|
|
2020
Q3 | $66K | Hold |
1,047
| – | – | 0.01% | 299 |
|
|
2020
Q2 | $63K | Hold |
1,047
| – | – | 0.01% | 295 |
|
|
2020
Q1 | $55K | Sell |
1,047
-2,052
| -66% | -$108K | 0.01% | 274 |
|
|
2019
Q4 | $215K | Buy |
3,099
+13
| +0.4% | +$902 | 0.03% | 210 |
|
|
2019
Q3 | $201K | Hold |
3,086
| – | – | 0.03% | 200 |
|
|
2019
Q2 | $202K | Sell |
3,086
-190
| -6% | -$12.4K | 0.03% | 190 |
|
|
2019
Q1 | $212K | Sell |
3,276
-3,881
| -54% | -$251K | 0.04% | 189 |
|
|
2018
Q4 | $421K | Sell |
7,157
-82
| -1% | -$4.82K | 0.07% | 152 |
|
|
2018
Q3 | $492K | Sell |
7,239
-670
| -8% | -$45.6K | 0.07% | 166 |
|
|
2018
Q2 | $530K | Sell |
7,909
-46
| -0.6% | -$3.08K | 0.08% | 157 |
|
|
2018
Q1 | $554K | Sell |
7,955
-243
| -3% | -$16.9K | 0.1% | 122 |
|
|
2017
Q4 | $576K | Buy |
+8,198
| New | +$576K | 0.1% | 114 |
|