UFA
US Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $19.6M | Buy |
240,077
+21,522
| +10% | +$1.76M | 5.8% | 3 |
|
|
2024
Q4 | $16.5M | Buy |
218,555
+6,809
| +3% | +$515K | 5.08% | 3 |
|
|
2024
Q3 | $17.7M | Buy |
211,746
+3,504
| +2% | +$293K | 5.51% | 3 |
|
|
2024
Q2 | $16.3M | Buy |
208,242
+10,386
| +5% | +$814K | 5.47% | 3 |
|
|
2024
Q1 | $15.8M | Buy |
197,856
+3,744
| +2% | +$299K | 5.47% | 3 |
|
|
2023
Q4 | $14.6M | Buy |
194,112
+7,665
| +4% | +$578K | 5.45% | 3 |
|
|
2023
Q3 | $12.8M | Buy |
186,447
+8,455
| +5% | +$583K | 5.34% | 3 |
|
|
2023
Q2 | $12.9M | Buy |
177,992
+3,642
| +2% | +$264K | 5.49% | 4 |
|
|
2023
Q1 | $12.5M | Buy |
174,350
+6,160
| +4% | +$441K | 5.56% | 4 |
|
|
2022
Q4 | $11M | Buy |
168,190
+1,570
| +0.9% | +$103K | 5.54% | 4 |
|
|
2022
Q3 | $9.33M | Sell |
166,620
-14,607
| -8% | -$818K | 5.23% | 3 |
|
|
2022
Q2 | $11.3M | Buy |
181,227
+3,583
| +2% | +$224K | 6.36% | 3 |
|
|
2022
Q1 | $13.1M | Sell |
177,644
-27,594
| -13% | -$2.03M | 6.29% | 3 |
|
|
2021
Q4 | $16.1M | Buy |
205,238
+2,232
| +1% | +$176K | 7.35% | 3 |
|
|
2021
Q3 | $15.8M | Buy |
203,006
+2,982
| +1% | +$233K | 7.84% | 3 |
|
|
2021
Q2 | $15.8M | Sell |
200,024
-67,057
| -25% | -$5.29M | 7.7% | 3 |
|
|
2021
Q1 | $20.3M | Sell |
267,081
-303
| -0.1% | -$23K | 5.63% | 3 |
|
|
2020
Q4 | $19.5M | Buy |
+267,384
| New | +$19.5M | 5.88% | 3 |
|
|
2016
Q2 | – | Sell |
-1,433
| Closed | -$82K | – | 136 |
|
|
2016
Q1 | $82K | Sell |
1,433
-33,848
| -96% | -$1.94M | 0.14% | 68 |
|
|
2015
Q4 | $2.07M | Buy |
35,281
+32,418
| +1,132% | +$1.9M | 1.97% | 13 |
|
|
2015
Q3 | $164K | Buy |
2,863
+81
| +3% | +$4.64K | 0.27% | 57 |
|
|
2015
Q2 | $177K | Hold |
2,782
| – | – | 0.17% | 55 |
|
|
2015
Q1 | $178K | Buy |
2,782
+621
| +29% | +$39.7K | 0.16% | 58 |
|
|
2014
Q4 | $132K | Buy |
+2,161
| New | +$132K | 0.12% | 65 |
|