Wealth Architects’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $467K | Hold |
4,811
| – | – | 0.04% | 147 |
|
|
2025
Q4 | $462K | Hold |
4,811
| – | – | 0.04% | 146 |
|
|
2025
Q3 | $449K | Sell |
4,811
-91
| -2% | -$8.27K | 0.04% | 144 |
|
|
2025
Q2 | $438K | Buy |
4,902
+52
| +1% | +$4.44K | 0.04% | 145 |
|
|
2025
Q1 | $396K | Buy |
4,850
+3
| +0.1% | +$242 | 0.04% | 150 |
|
|
2024
Q4 | $366K | Sell |
4,847
-88
| -2% | -$6.97K | 0.04% | 148 |
|
|
2024
Q3 | $413K | Sell |
4,935
-454
| -8% | -$36.5K | 0.05% | 136 |
|
|
2024
Q2 | $422K | Sell |
5,389
-18
| -0.3% | -$1.43K | 0.05% | 138 |
|
|
2024
Q1 | $432K | Hold |
5,407
| – | – | 0.06% | 129 |
|
|
2023
Q4 | $407K | Sell |
5,407
-830
| -13% | -$58.7K | 0.06% | 129 |
|
|
2023
Q3 | $430K | Sell |
6,237
-491
| -7% | -$35.2K | 0.07% | 118 |
|
|
2023
Q2 | $488K | Buy |
6,728
+311
| +5% | +$22.6K | 0.08% | 117 |
|
|
2023
Q1 | $459K | Sell |
6,417
-543
| -8% | -$38K | 0.08% | 115 |
|
|
2022
Q4 | $457K | Sell |
6,960
-1,778
| -20% | -$111K | 0.09% | 108 |
|
|
2022
Q3 | $489K | Sell |
8,738
-153
| -2% | -$9.54K | 0.1% | 92 |
|
|
2022
Q2 | $556K | Hold |
8,891
| – | – | 0.11% | 90 |
|
|
2022
Q1 | $654K | Hold |
8,891
| – | – | 0.11% | 87 |
|
|
2021
Q4 | $700K | Sell |
8,891
-3
| -0% | -$238 | 0.12% | 83 |
|
|
2021
Q3 | $694K | Hold |
8,894
| – | – | 0.13% | 71 |
|
|
2021
Q2 | $702K | Hold |
8,894
| – | – | 0.14% | 69 |
|
|
2021
Q1 | $675K | Buy |
8,894
+2,356
| +36% | +$177K | 0.15% | 63 |
|
|
2020
Q4 | $477K | Hold |
6,538
| – | – | 0.11% | 82 |
|
|
2020
Q3 | $416K | Sell |
6,538
-250
| -4% | -$16K | 0.11% | 84 |
|
|
2020
Q2 | $413K | Sell |
6,788
-1,380
| -17% | -$79.8K | 0.12% | 83 |
|
|
2020
Q1 | $437K | Buy |
8,168
+1,171
| +17% | +$74.3K | 0.15% | 66 |
|
|
2019
Q4 | $486K | Buy |
6,997
+1,001
| +17% | +$67.6K | 0.14% | 65 |
|
|
2019
Q3 | $391K | Hold |
5,996
| – | – | 0.12% | 76 |
|
|
2019
Q2 | $394K | Sell |
5,996
-2,291
| -28% | -$150K | 0.12% | 77 |
|
|
2019
Q1 | $537K | Sell |
8,287
-69
| -0.8% | -$4.35K | 0.17% | 56 |
|
|
2018
Q4 | $491K | Sell |
8,356
-601
| -7% | -$37.5K | 0.18% | 54 |
|
|
2018
Q3 | $609K | Buy |
8,957
+2,289
| +34% | +$155K | 0.19% | 51 |
|
|
2018
Q2 | $447K | Sell |
6,668
-2
| -0% | -$140 | 0.14% | 62 |
|
|
2018
Q1 | $465K | Sell |
6,670
-788
| -11% | -$56.2K | 0.15% | 59 |
|
|
2017
Q4 | $524K | Buy |
7,458
+940
| +14% | +$65.4K | 0.17% | 62 |
|
|
2017
Q3 | $446K | Sell |
6,518
-4
| -0.1% | -$267 | 0.16% | 68 |
|
|
2017
Q2 | $425K | Sell |
6,522
-557
| -8% | -$36K | 0.16% | 69 |
|
|
2017
Q1 | $441K | Sell |
7,079
-334
| -5% | -$20.2K | 0.18% | 67 |
|
|
2016
Q4 | $428K | Sell |
7,413
-1,503
| -17% | -$86.7K | 0.19% | 64 |
|
|
2016
Q3 | $527K | Sell |
8,916
-334
| -4% | -$19.4K | 0.24% | 58 |
|
|
2016
Q2 | $516K | Sell |
9,250
-90
| -1% | -$5.18K | 0.25% | 58 |
|
|
2016
Q1 | $534K | Sell |
9,340
-1,232
| -12% | -$67.9K | 0.27% | 54 |
|
|
2015
Q4 | $621K | Sell |
10,572
-4,123
| -28% | -$248K | 0.31% | 44 |
|
|
2015
Q3 | $842K | Sell |
14,695
-435
| -3% | -$26.9K | 0.45% | 34 |
|
|
2015
Q2 | $961K | Sell |
15,130
-4
| -0% | -$266 | 0.52% | 24 |
|
|
2015
Q1 | $971K | Sell |
15,134
-264
| -2% | -$16.6K | 0.56% | 21 |
|
|
2014
Q4 | $937K | Buy |
+15,398
| New | +$961K | 0.55% | 22 |
|
Other funds holding EFA
NMIMC
