United Capital 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 | $7.37M | Buy |
82,487
+1,547
| +2% | +$138K | 0.06% | 236 |
|
|
2025
Q1 | $6.62M | Sell |
80,940
-3,558
| -4% | -$291K | 0.06% | 233 |
|
|
2024
Q4 | $6.39M | Buy |
84,498
+4,746
| +6% | +$359K | 0.05% | 228 |
|
|
2024
Q3 | $6.67M | Sell |
79,752
-2,827
| -3% | -$236K | 0.05% | 222 |
|
|
2024
Q2 | $6.47M | Sell |
82,579
-760
| -0.9% | -$59.5K | 0.06% | 224 |
|
|
2024
Q1 | $6.66M | Sell |
83,339
-8,906
| -10% | -$711K | 0.05% | 231 |
|
|
2023
Q4 | $6.95M | Sell |
92,245
-23,733
| -20% | -$1.79M | 0.06% | 241 |
|
|
2023
Q3 | $7.99M | Sell |
115,978
-31,847
| -22% | -$2.19M | 0.05% | 249 |
|
|
2023
Q2 | $10.7M | Sell |
147,825
-3,575
| -2% | -$259K | 0.06% | 228 |
|
|
2023
Q1 | $10.8M | Sell |
151,400
-13,538
| -8% | -$968K | 0.06% | 231 |
|
|
2022
Q4 | $10.8M | Sell |
164,938
-46,265
| -22% | -$3.04M | 0.06% | 240 |
|
|
2022
Q3 | $11.8M | Buy |
211,203
+7,941
| +4% | +$445K | 0.07% | 220 |
|
|
2022
Q2 | $12.7M | Buy |
203,262
+3,809
| +2% | +$238K | 0.07% | 227 |
|
|
2022
Q1 | $14.7M | Sell |
199,453
-9,070
| -4% | -$668K | 0.07% | 225 |
|
|
2021
Q4 | $16.4M | Buy |
208,523
+19,387
| +10% | +$1.53M | 0.08% | 226 |
|
|
2021
Q3 | $14.8M | Buy |
189,136
+771
| +0.4% | +$60.1K | 0.07% | 226 |
|
|
2021
Q2 | $14.9M | Buy |
188,365
+9,057
| +5% | +$714K | 0.07% | 230 |
|
|
2021
Q1 | $13.6M | Sell |
179,308
-10,847
| -6% | -$823K | 0.08% | 226 |
|
|
2020
Q4 | $13.9M | Buy |
190,155
+11,062
| +6% | +$807K | 0.08% | 221 |
|
|
2020
Q3 | $11.4M | Sell |
179,093
-9,180
| -5% | -$584K | 0.07% | 230 |
|
|
2020
Q2 | $11.5M | Sell |
188,273
-31,556
| -14% | -$1.92M | 0.08% | 229 |
|
|
2020
Q1 | $11.4M | Sell |
219,829
-383,420
| -64% | -$20M | 0.09% | 211 |
|
|
2019
Q4 | $41.9M | Sell |
603,249
-56,135
| -9% | -$3.9M | 0.27% | 86 |
|
|
2019
Q3 | $43M | Buy |
659,384
+244,956
| +59% | +$16M | 0.3% | 74 |
|
|
2019
Q2 | $27.2M | Buy |
414,428
+176,306
| +74% | +$11.6M | 0.18% | 121 |
|
|
2019
Q1 | $15.4M | Sell |
238,122
-92,725
| -28% | -$6.01M | 0.11% | 206 |
|
|
2018
Q4 | $19.4M | Buy |
330,847
+130,513
| +65% | +$7.67M | 0.15% | 139 |
|
|
2018
Q3 | $13.6M | Sell |
200,334
-7,526
| -4% | -$512K | 0.1% | 232 |
|
|
2018
Q2 | $13.9M | Sell |
207,860
-528,687
| -72% | -$35.4M | 0.1% | 217 |
|
|
2018
Q1 | $51.3M | Buy |
736,547
+63,024
| +9% | +$4.39M | 0.39% | 54 |
|
|
2017
Q4 | $47.3M | Buy |
673,523
+45,821
| +7% | +$3.22M | 0.37% | 53 |
|
|
2017
Q3 | $43M | Buy |
627,702
+99,589
| +19% | +$6.82M | 0.36% | 56 |
|
|
2017
Q2 | $34.4M | Buy |
528,113
+315,241
| +148% | +$20.6M | 0.31% | 69 |
|
|
2017
Q1 | $13.3M | Sell |
212,872
-5,050
| -2% | -$315K | 0.12% | 192 |
|
|
2016
Q4 | $12.6M | Sell |
217,922
-669,926
| -75% | -$38.7M | 0.12% | 198 |
|
|
2016
Q3 | $52.5M | Buy |
887,848
+684,723
| +337% | +$40.5M | 0.51% | 31 |
|
|
2016
Q2 | $11.4M | Sell |
203,125
-10,673
| -5% | -$598K | 0.12% | 201 |
|
|
2016
Q1 | $12.2M | Sell |
213,798
-442,003
| -67% | -$25.3M | 0.13% | 160 |
|
|
2015
Q4 | $38.5M | Buy |
655,801
+370,642
| +130% | +$21.8M | 0.44% | 40 |
|
|
2015
Q3 | $16.3M | Sell |
285,159
-999,061
| -78% | -$57.3M | 0.2% | 97 |
|
|
2015
Q2 | $81.5M | Buy |
1,284,220
+490,352
| +62% | +$31.1M | 0.94% | 13 |
|
|
2015
Q1 | $52.8M | Sell |
793,868
-45,601
| -5% | -$3.03M | 0.65% | 24 |
|
|
2014
Q4 | $51.1M | Sell |
839,469
-181,532
| -18% | -$11M | 0.76% | 21 |
|
|
2014
Q3 | $65.5M | Sell |
1,021,001
-278,692
| -21% | -$17.9M | 1.14% | 9 |
|
|
2014
Q2 | $88.9M | Buy |
1,299,693
+473,666
| +57% | +$32.4M | 1.65% | 2 |
|
|
2014
Q1 | $55.5M | Sell |
826,027
-4,876
| -0.6% | -$328K | 1.18% | 15 |
|
|
2013
Q4 | $55.7M | Buy |
830,903
+110,782
| +15% | +$7.43M | 1.9% | 9 |
|
|
2013
Q3 | $45.9M | Buy |
720,121
+12,921
| +2% | +$824K | 1.46% | 17 |
|
|
2013
Q2 | $40.5M | Buy |
+707,200
| New | +$40.5M | 1.08% | 20 |
|