TI
Truepoint Inc’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
13,195
-18
| -0.1% | -$1.61K | 0.03% | 67 |
|
|
2025
Q1 | $1.08M | Sell |
13,213
-766
| -5% | -$62.6K | 0.03% | 67 |
|
|
2024
Q4 | $1.06M | Sell |
13,979
-235
| -2% | -$17.8K | 0.03% | 65 |
|
|
2024
Q3 | $1.19M | Buy |
14,214
+3,428
| +32% | +$287K | 0.03% | 58 |
|
|
2024
Q2 | $845K | Hold |
10,786
| – | – | 0.02% | 64 |
|
|
2024
Q1 | $861K | Sell |
10,786
-7,971
| -42% | -$637K | 0.02% | 62 |
|
|
2023
Q4 | $1.41M | Buy |
18,757
+1,690
| +10% | +$127K | 0.04% | 62 |
|
|
2023
Q3 | $1.18M | Sell |
17,067
-325
| -2% | -$22.4K | 0.04% | 70 |
|
|
2023
Q2 | $1.26M | Sell |
17,392
-1,311
| -7% | -$95K | 0.04% | 62 |
|
|
2023
Q1 | $1.34M | Sell |
18,703
-3,602
| -16% | -$258K | 0.05% | 59 |
|
|
2022
Q4 | $1.46M | Buy |
22,305
+2,454
| +12% | +$161K | 0.05% | 57 |
|
|
2022
Q3 | $1.11M | Sell |
19,851
-170
| -0.8% | -$9.52K | 0.06% | 61 |
|
|
2022
Q2 | $1.25M | Sell |
20,021
-1,284
| -6% | -$80.2K | 0.07% | 58 |
|
|
2022
Q1 | $1.57M | Sell |
21,305
-1,004
| -5% | -$73.9K | 0.07% | 49 |
|
|
2021
Q4 | $1.76M | Buy |
22,309
+293
| +1% | +$23.1K | 0.08% | 44 |
|
|
2021
Q3 | $1.72M | Buy |
22,016
+89
| +0.4% | +$6.94K | 0.09% | 42 |
|
|
2021
Q2 | $1.73M | Buy |
21,927
+17
| +0.1% | +$1.34K | 0.1% | 39 |
|
|
2021
Q1 | $1.66M | Buy |
21,910
+1,597
| +8% | +$121K | 0.1% | 36 |
|
|
2020
Q4 | $1.48M | Buy |
20,313
+478
| +2% | +$34.9K | 0.1% | 37 |
|
|
2020
Q3 | $1.26M | Buy |
19,835
+440
| +2% | +$28K | 0.1% | 35 |
|
|
2020
Q2 | $1.18M | Sell |
19,395
-4,521
| -19% | -$275K | 0.1% | 36 |
|
|
2020
Q1 | $1.28M | Sell |
23,916
-24,979
| -51% | -$1.34M | 0.12% | 33 |
|
|
2019
Q4 | $3.4M | Sell |
48,895
-777
| -2% | -$54K | 0.26% | 21 |
|
|
2019
Q3 | $3.24M | Sell |
49,672
-688
| -1% | -$44.9K | 0.28% | 21 |
|
|
2019
Q2 | $3.31M | Buy |
50,360
+389
| +0.8% | +$25.6K | 0.27% | 23 |
|
|
2019
Q1 | $3.24M | Buy |
49,971
+1,502
| +3% | +$97.4K | 0.28% | 22 |
|
|
2018
Q4 | $2.85M | Sell |
48,469
-2,248
| -4% | -$132K | 0.27% | 24 |
|
|
2018
Q3 | $3.45M | Sell |
50,717
-14
| -0% | -$952 | 0.3% | 17 |
|
|
2018
Q2 | $3.4M | Buy |
50,731
+47,129
| +1,308% | +$3.16M | 0.31% | 17 |
|
|
2018
Q1 | $51.7K | Sell |
3,602
-47,857
| -93% | -$687K | 0.4% | 14 |
|
|
2017
Q4 | $3.62M | Sell |
51,459
-2,435
| -5% | -$171K | 0.34% | 15 |
|
|
2017
Q3 | $3.69M | Sell |
53,894
-337
| -0.6% | -$23.1K | 0.36% | 17 |
|
|
2017
Q2 | $3.65M | Buy |
54,231
+1,987
| +4% | +$134K | 0.37% | 15 |
|
|
2017
Q1 | $3.25M | Hold |
52,244
| – | – | 0.35% | 18 |
|
|
2016
Q4 | $3.12M | Sell |
52,244
-4,614
| -8% | -$276K | 0.35% | 18 |
|
|
2016
Q3 | $3.36M | Sell |
56,858
-1,671
| -3% | -$98.8K | 0.41% | 15 |
|
|
2016
Q2 | $3.27M | Sell |
58,529
-39,630
| -40% | -$2.21M | 0.42% | 15 |
|
|
2016
Q1 | $5.61M | Buy |
98,159
+68,459
| +231% | +$3.91M | 0.74% | 9 |
|
|
2015
Q4 | $1.74M | Sell |
29,700
-84,402
| -74% | -$4.96M | 0.24% | 16 |
|
|
2015
Q3 | $6.54M | Buy |
114,102
+100,916
| +765% | +$5.78M | 0.98% | 9 |
|
|
2015
Q2 | $837K | Buy |
13,186
+550
| +4% | +$34.9K | 0.13% | 16 |
|
|
2015
Q1 | $811K | Buy |
12,636
+645
| +5% | +$41.4K | 0.13% | 16 |
|
|
2014
Q4 | $730K | Buy |
11,991
+885
| +8% | +$53.9K | 0.12% | 16 |
|
|
2014
Q3 | $712K | Buy |
11,106
+1,016
| +10% | +$65.1K | 0.12% | 17 |
|
|
2014
Q2 | $690K | Sell |
10,090
-15,351
| -60% | -$1.05M | 0.12% | 15 |
|
|
2014
Q1 | $1.71M | Buy |
25,441
+8,081
| +47% | +$543K | 0.33% | 11 |
|
|
2013
Q4 | $1.17M | Buy |
17,360
+6,000
| +53% | +$403K | 0.23% | 10 |
|
|
2013
Q3 | $725K | Buy |
+11,360
| New | +$725K | 0.15% | 17 |
|