Vista Capital Partners’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 | $576K | Sell |
6,441
-621
| -9% | -$55.5K | 0.06% | 57 |
|
|
2025
Q1 | $577K | Buy |
7,062
+10
| +0.1% | +$817 | 0.07% | 51 |
|
|
2024
Q4 | $533K | Hold |
7,052
| – | – | 0.06% | 57 |
|
|
2024
Q3 | $590K | Buy |
7,052
+1,716
| +32% | +$144K | 0.07% | 54 |
|
|
2024
Q2 | $418K | Buy |
5,336
+405
| +8% | +$31.7K | 0.05% | 55 |
|
|
2024
Q1 | $394K | Hold |
4,931
| – | – | 0.05% | 58 |
|
|
2023
Q4 | $372K | Sell |
4,931
-350
| -7% | -$26.4K | 0.05% | 57 |
|
|
2023
Q3 | $364K | Hold |
5,281
| – | – | 0.05% | 53 |
|
|
2023
Q2 | $383K | Hold |
5,281
| – | – | 0.05% | 56 |
|
|
2023
Q1 | $378K | Hold |
5,281
| – | – | 0.06% | 58 |
|
|
2022
Q4 | $347K | Sell |
5,281
-330
| -6% | -$21.7K | 0.05% | 53 |
|
|
2022
Q3 | $314K | Sell |
5,611
-70
| -1% | -$3.92K | 0.05% | 55 |
|
|
2022
Q2 | $355K | Buy |
5,681
+350
| +7% | +$21.9K | 0.06% | 52 |
|
|
2022
Q1 | $392K | Hold |
5,331
| – | – | 0.05% | 58 |
|
|
2021
Q4 | $419K | Buy |
5,331
+400
| +8% | +$31.4K | 0.05% | 58 |
|
|
2021
Q3 | $385K | Hold |
4,931
| – | – | 0.06% | 58 |
|
|
2021
Q2 | $389K | Hold |
4,931
| – | – | 0.06% | 51 |
|
|
2021
Q1 | $374K | Hold |
4,931
| – | – | 0.06% | 47 |
|
|
2020
Q4 | $360K | Sell |
4,931
-133
| -3% | -$9.71K | 0.06% | 42 |
|
|
2020
Q3 | $322K | Hold |
5,064
| – | – | 0.06% | 45 |
|
|
2020
Q2 | $308K | Sell |
5,064
-204
| -4% | -$12.4K | 0.06% | 45 |
|
|
2020
Q1 | $281K | Sell |
5,268
-1,683
| -24% | -$89.8K | 0.07% | 42 |
|
|
2019
Q4 | $482K | Sell |
6,951
-145
| -2% | -$10.1K | 0.09% | 37 |
|
|
2019
Q3 | $463K | Hold |
7,096
| – | – | 0.09% | 42 |
|
|
2019
Q2 | $466K | Sell |
7,096
-748
| -10% | -$49.1K | 0.09% | 41 |
|
|
2019
Q1 | $508K | Sell |
7,844
-11
| -0.1% | -$712 | 0.1% | 32 |
|
|
2018
Q4 | $461K | Hold |
7,855
| – | – | 0.11% | 32 |
|
|
2018
Q3 | $534K | Hold |
7,855
| – | – | 0.11% | 35 |
|
|
2018
Q2 | $526K | Hold |
7,855
| – | – | 0.11% | 33 |
|
|
2018
Q1 | $547K | Buy |
7,855
+153
| +2% | +$10.7K | 0.12% | 29 |
|
|
2017
Q4 | $542K | Buy |
7,702
+1,306
| +20% | +$91.9K | 0.12% | 28 |
|
|
2017
Q3 | $438K | Hold |
6,396
| – | – | 0.11% | 31 |
|
|
2017
Q2 | $417K | Sell |
6,396
-680
| -10% | -$44.3K | 0.11% | 32 |
|
|
2017
Q1 | $441K | Buy |
7,076
+340
| +5% | +$21.2K | 0.11% | 30 |
|
|
2016
Q4 | $389K | Sell |
6,736
-781
| -10% | -$45.1K | 0.11% | 35 |
|
|
2016
Q3 | $444K | Buy |
7,517
+1,954
| +35% | +$115K | 0.13% | 27 |
|
|
2016
Q2 | $311K | Sell |
5,563
-134
| -2% | -$7.49K | 0.09% | 28 |
|
|
2016
Q1 | $318K | Sell |
5,697
-1,822
| -24% | -$102K | 0.1% | 28 |
|
|
2015
Q4 | $327K | Buy |
7,519
+1,956
| +35% | +$85.1K | 0.1% | 29 |
|
|
2015
Q3 | $319K | Hold |
5,563
| – | – | 0.11% | 27 |
|
|
2015
Q2 | $353K | Hold |
5,563
| – | – | 0.11% | 25 |
|
|
2015
Q1 | $357K | Hold |
5,563
| – | – | 0.11% | 29 |
|
|
2014
Q4 | $338K | Hold |
5,563
| – | – | 0.11% | 28 |
|
|
2014
Q3 | $357K | Sell |
5,563
-1,720
| -24% | -$110K | 0.12% | 29 |
|
|
2014
Q2 | $498K | Hold |
7,283
| – | – | 0.16% | 18 |
|
|
2014
Q1 | $489K | Sell |
7,283
-633
| -8% | -$42.5K | 0.17% | 19 |
|
|
2013
Q4 | $531K | Hold |
7,916
| – | – | 0.19% | 18 |
|
|
2013
Q3 | $505K | Hold |
7,916
| – | – | 0.19% | 18 |
|
|
2013
Q2 | $454K | Buy |
+7,916
| New | +$454K | 0.18% | 19 |
|