Wealthspire Advisors (New York)’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 | $102M | Buy |
1,136,864
+12,948
| +1% | +$1.16M | 0.57% | 26 |
|
|
2025
Q1 | $91.9M | Buy |
1,123,916
+563,907
| +101% | +$46.1M | 0.55% | 29 |
|
|
2024
Q4 | $42.3M | Buy |
560,009
+4,623
| +0.8% | +$350K | 0.42% | 43 |
|
|
2024
Q3 | $46.4M | Buy |
555,386
+57,423
| +12% | +$4.8M | 0.47% | 43 |
|
|
2024
Q2 | $39M | Buy |
497,963
+710
| +0.1% | +$55.6K | 0.5% | 35 |
|
|
2024
Q1 | $39.7M | Sell |
497,253
-32,542
| -6% | -$2.6M | 0.53% | 34 |
|
|
2023
Q4 | $39.9M | Buy |
529,795
+7,821
| +1% | +$589K | 0.57% | 33 |
|
|
2023
Q3 | $36M | Sell |
521,974
-6,751
| -1% | -$465K | 0.59% | 31 |
|
|
2023
Q2 | $38.3M | Buy |
528,725
+1,128
| +0.2% | +$81.8K | 0.63% | 31 |
|
|
2023
Q1 | $37.7M | Sell |
527,597
-3,688
| -0.7% | -$264K | 0.65% | 30 |
|
|
2022
Q4 | $34.9M | Sell |
531,285
-32,669
| -6% | -$2.14M | 0.63% | 30 |
|
|
2022
Q3 | $31.6M | Sell |
563,954
-36,540
| -6% | -$2.05M | 0.66% | 29 |
|
|
2022
Q2 | $37.5M | Buy |
600,494
+517,272
| +622% | +$32.3M | 0.78% | 27 |
|
|
2022
Q1 | $6.13M | Sell |
83,222
-32,764
| -28% | -$2.41M | 0.14% | 66 |
|
|
2021
Q4 | $9.13M | Sell |
115,986
-436,509
| -79% | -$34.3M | 0.2% | 50 |
|
|
2021
Q3 | $43.1M | Buy |
552,495
+446,690
| +422% | +$34.8M | 0.89% | 20 |
|
|
2021
Q2 | $8.35M | Buy |
105,805
+20,387
| +24% | +$1.61M | 0.22% | 54 |
|
|
2021
Q1 | $6.48M | Buy |
85,418
+5,848
| +7% | +$444K | 0.15% | 78 |
|
|
2020
Q4 | $5.81M | Buy |
79,570
+42,314
| +114% | +$3.09M | 0.17% | 68 |
|
|
2020
Q3 | $2.37M | Buy |
37,256
+29,059
| +355% | +$1.85M | 0.14% | 69 |
|
|
2020
Q2 | $499K | Sell |
8,197
-105,397
| -93% | -$6.42M | 0.03% | 154 |
|
|
2020
Q1 | $6.07M | Buy |
113,594
+97,857
| +622% | +$5.23M | 0.25% | 57 |
|
|
2019
Q4 | $1.09M | Buy |
15,737
+1,244
| +9% | +$86.4K | 0.08% | 58 |
|
|
2019
Q3 | $945K | Hold |
14,493
| – | – | 0.08% | 50 |
|
|
2019
Q2 | $953K | Sell |
14,493
-789
| -5% | -$51.9K | 0.08% | 33 |
|
|
2019
Q1 | $991K | Sell |
15,282
-997
| -6% | -$64.7K | 0.09% | 26 |
|
|
2018
Q4 | $957K | Buy |
+16,279
| New | +$957K | 0.09% | 28 |
|