Wealthcare Advisory 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 | $9.36M | Buy |
104,694
+16,847
| +19% | +$1.51M | 0.21% | 95 |
|
|
2025
Q1 | $7.18M | Buy |
87,847
+366
| +0.4% | +$29.9K | 0.19% | 101 |
|
|
2024
Q4 | $6.61M | Buy |
87,481
+5,264
| +6% | +$398K | 0.18% | 104 |
|
|
2024
Q3 | $6.88M | Buy |
82,217
+294
| +0.4% | +$24.6K | 0.2% | 97 |
|
|
2024
Q2 | $6.42M | Buy |
81,923
+756
| +0.9% | +$59.2K | 0.2% | 90 |
|
|
2024
Q1 | $6.48M | Buy |
81,167
+15,580
| +24% | +$1.24M | 0.21% | 85 |
|
|
2023
Q4 | $4.94M | Buy |
65,587
+22,478
| +52% | +$1.69M | 0.2% | 92 |
|
|
2023
Q3 | $2.97M | Sell |
43,109
-384
| -0.9% | -$26.5K | 0.14% | 129 |
|
|
2023
Q2 | $3.15M | Sell |
43,493
-8,270
| -16% | -$600K | 0.14% | 126 |
|
|
2023
Q1 | $3.7M | Buy |
51,763
+1,737
| +3% | +$124K | 0.16% | 111 |
|
|
2022
Q4 | $3.28M | Sell |
50,026
-51,782
| -51% | -$3.4M | 0.16% | 110 |
|
|
2022
Q3 | $5.7M | Buy |
101,808
+86,717
| +575% | +$4.86M | 0.33% | 66 |
|
|
2022
Q2 | $943K | Buy |
15,091
+442
| +3% | +$27.6K | 0.06% | 218 |
|
|
2022
Q1 | $1.08M | Sell |
14,649
-4,750
| -24% | -$350K | 0.07% | 183 |
|
|
2021
Q4 | $1.53M | Buy |
19,399
+4,932
| +34% | +$388K | 0.09% | 136 |
|
|
2021
Q3 | $1.13M | Sell |
14,467
-340
| -2% | -$26.5K | 0.07% | 171 |
|
|
2021
Q2 | $1.17M | Sell |
14,807
-463
| -3% | -$36.5K | 0.08% | 173 |
|
|
2021
Q1 | $1.16M | Sell |
15,270
-3,327
| -18% | -$253K | 0.08% | 155 |
|
|
2020
Q4 | $1.36M | Buy |
18,597
+3,004
| +19% | +$219K | 0.12% | 108 |
|
|
2020
Q3 | $993K | Sell |
15,593
-312
| -2% | -$19.9K | 0.11% | 121 |
|
|
2020
Q2 | $968K | Sell |
15,905
-3,736
| -19% | -$227K | 0.12% | 106 |
|
|
2020
Q1 | $1.05M | Sell |
19,641
-104,489
| -84% | -$5.59M | 0.15% | 83 |
|
|
2019
Q4 | $8.62M | Sell |
124,130
-2,781
| -2% | -$193K | 1.1% | 16 |
|
|
2019
Q3 | $8.28M | Sell |
126,911
-20,564
| -14% | -$1.34M | 1.2% | 16 |
|
|
2019
Q2 | $9.69M | Sell |
147,475
-2,769
| -2% | -$182K | 1.54% | 15 |
|
|
2019
Q1 | $9.75M | Sell |
150,244
-10,099
| -6% | -$655K | 1.66% | 15 |
|
|
2018
Q4 | $9.43M | Buy |
160,343
+142,938
| +821% | +$8.4M | 1.83% | 12 |
|
|
2018
Q3 | $1.18M | Buy |
17,405
+148
| +0.9% | +$10.1K | 0.22% | 64 |
|
|
2018
Q2 | $1.16M | Buy |
17,257
+1,701
| +11% | +$114K | 0.23% | 61 |
|
|
2018
Q1 | $1.08M | Sell |
15,556
-1,434
| -8% | -$99.9K | 0.24% | 56 |
|
|
2017
Q4 | $1.2M | Buy |
16,990
+1,734
| +11% | +$122K | 0.31% | 46 |
|
|
2017
Q3 | $1.05M | Buy |
15,256
+13,671
| +863% | +$936K | 0.31% | 44 |
|
|
2017
Q2 | $103K | Buy |
1,585
+1,115
| +237% | +$72.5K | 0.05% | 37 |
|
|
2017
Q1 | $29K | Hold |
470
| – | – | 0.02% | 53 |
|
|
2016
Q4 | $27K | Sell |
470
-55
| -10% | -$3.16K | 0.02% | 58 |
|
|
2016
Q3 | $31K | Hold |
525
| – | – | 0.02% | 40 |
|
|
2016
Q2 | $29K | Buy |
+525
| New | +$29K | 0.02% | 60 |
|