Wade Financial Advisory’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
Q1 | $2.13M | Hold |
26,071
| – | – | 0.73% | 25 |
|
|
2024
Q4 | $1.97M | Hold |
26,071
| – | – | 0.67% | 26 |
|
|
2024
Q3 | $2.18M | Hold |
26,071
| – | – | 0.73% | 26 |
|
|
2024
Q2 | $2.04M | Hold |
26,071
| – | – | 0.73% | 27 |
|
|
2024
Q1 | $2.08M | Hold |
26,071
| – | – | 0.76% | 25 |
|
|
2023
Q4 | $1.96M | Hold |
26,071
| – | – | 0.74% | 29 |
|
|
2023
Q3 | $1.8M | Sell |
26,071
-75
| -0.3% | -$5.17K | 0.77% | 28 |
|
|
2023
Q2 | $1.9M | Sell |
26,146
-75
| -0.3% | -$5.44K | 0.75% | 29 |
|
|
2023
Q1 | $1.88M | Sell |
26,221
-1,913
| -7% | -$137K | 0.79% | 30 |
|
|
2022
Q4 | $1.85M | Buy |
28,134
+8
| +0% | +$525 | 0.84% | 29 |
|
|
2022
Q3 | $1.58M | Sell |
28,126
-74
| -0.3% | -$4.14K | 0.79% | 28 |
|
|
2022
Q2 | $1.76M | Buy |
28,200
+46
| +0.2% | +$2.87K | 0.84% | 30 |
|
|
2022
Q1 | $2.07M | Buy |
28,154
+14,817
| +111% | +$1.09M | 0.89% | 28 |
|
|
2021
Q4 | $1.05M | Buy |
13,337
+571
| +4% | +$44.9K | 0.55% | 33 |
|
|
2021
Q3 | $996K | Hold |
12,766
| – | – | 0.56% | 31 |
|
|
2021
Q2 | $1.01M | Buy |
12,766
+1,210
| +10% | +$95.4K | 0.55% | 31 |
|
|
2021
Q1 | $877K | Hold |
11,556
| – | – | 0.55% | 32 |
|
|
2020
Q4 | $843K | Hold |
11,556
| – | – | 0.57% | 33 |
|
|
2020
Q3 | $736K | Hold |
11,556
| – | – | 0.58% | 36 |
|
|
2020
Q2 | $703K | Hold |
11,556
| – | – | 0.61% | 36 |
|
|
2020
Q1 | $618K | Sell |
11,556
-1,469
| -11% | -$78.6K | 0.62% | 36 |
|
|
2019
Q4 | $904K | Buy |
+13,025
| New | +$904K | 0.8% | 25 |
|