Waterford 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 | $827K | Sell |
2,778
-6,468
| -70% | -$1.92M | 0.31% | 30 |
|
|
2025
Q1 | $756K | Buy |
9,246
+1,509
| +20% | +$123K | 0.31% | 27 |
|
|
2024
Q4 | $585K | Buy |
7,737
+145
| +2% | +$11K | 0.3% | 25 |
|
|
2024
Q3 | $635K | Sell |
7,592
-868
| -10% | -$72.6K | 0.32% | 26 |
|
|
2024
Q2 | $663K | Hold |
8,460
| – | – | 0.28% | 29 |
|
|
2024
Q1 | $676K | Sell |
8,460
-200
| -2% | -$16K | 0.29% | 28 |
|
|
2023
Q4 | $653K | Sell |
8,660
-70
| -0.8% | -$5.28K | 0.31% | 26 |
|
|
2023
Q3 | $602K | Sell |
8,730
-138
| -2% | -$9.51K | 0.34% | 26 |
|
|
2023
Q2 | $643K | Hold |
8,868
| – | – | 0.31% | 30 |
|
|
2023
Q1 | $634K | Hold |
8,868
| – | – | 0.34% | 26 |
|
|
2022
Q4 | $582K | Buy |
+8,868
| New | +$582K | 0.34% | 27 |
|