WPA
West Paces Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
3,222
+383
| +13% | +$34.2K | 0.06% | 121 |
|
|
2025
Q1 | $232K | Sell |
2,839
-500
| -15% | -$40.9K | 0.05% | 126 |
|
|
2024
Q4 | $252K | Hold |
3,339
| – | – | 0.06% | 119 |
|
|
2024
Q3 | $279K | Hold |
3,339
| – | – | 0.07% | 112 |
|
|
2024
Q2 | $262K | Hold |
3,339
| – | – | 0.07% | 113 |
|
|
2024
Q1 | $267K | Hold |
3,339
| – | – | 0.07% | 111 |
|
|
2023
Q4 | $252K | Sell |
3,339
-200
| -6% | -$15.1K | 0.07% | 110 |
|
|
2023
Q3 | $244K | Hold |
3,539
| – | – | 0.08% | 108 |
|
|
2023
Q2 | $257K | Hold |
3,539
| – | – | 0.08% | 110 |
|
|
2023
Q1 | $253K | Buy |
3,539
+1,584
| +81% | +$113K | 0.08% | 110 |
|
|
2022
Q4 | $128K | Hold |
1,955
| – | – | 0.04% | 144 |
|
|
2022
Q3 | $110K | Buy |
1,955
+200
| +11% | +$11.2K | 0.04% | 158 |
|
|
2022
Q2 | $110K | Sell |
1,755
-648
| -27% | -$40.5K | 0.04% | 158 |
|
|
2022
Q1 | $177K | Hold |
2,403
| – | – | 0.06% | 134 |
|
|
2021
Q4 | $189K | Hold |
2,403
| – | – | 0.06% | 126 |
|
|
2021
Q3 | $187K | Buy |
2,403
+648
| +37% | +$50.6K | 0.07% | 118 |
|
|
2021
Q2 | $138K | Hold |
1,755
| – | – | 0.05% | 126 |
|
|
2021
Q1 | $133K | Sell |
1,755
-50
| -3% | -$3.79K | 0.05% | 124 |
|
|
2020
Q4 | $132K | Sell |
1,805
-126
| -7% | -$9.19K | 0.06% | 123 |
|
|
2020
Q3 | $123K | Hold |
1,931
| – | – | 0.06% | 122 |
|
|
2020
Q2 | $118K | Hold |
1,931
| – | – | 0.06% | 124 |
|
|
2020
Q1 | $103K | Sell |
1,931
-1,000
| -34% | -$53.5K | 0.07% | 129 |
|
|
2019
Q4 | $204K | Sell |
2,931
-1,245
| -30% | -$86.5K | 0.11% | 106 |
|
|
2019
Q3 | $272K | Hold |
4,176
| – | – | 0.16% | 93 |
|
|
2019
Q2 | $274K | Sell |
4,176
-1,140
| -21% | -$74.9K | 0.17% | 91 |
|
|
2019
Q1 | $345K | Buy |
5,316
+2,140
| +67% | +$139K | 0.24% | 81 |
|
|
2018
Q4 | $187K | Hold |
3,176
| – | – | 0.14% | 105 |
|
|
2018
Q3 | $216K | Sell |
3,176
-293
| -8% | -$19.9K | 0.16% | 100 |
|
|
2018
Q2 | $232K | Buy |
3,469
+1,019
| +42% | +$68.2K | 0.17% | 94 |
|
|
2018
Q1 | $171K | Hold |
2,450
| – | – | 0.13% | 107 |
|
|
2017
Q4 | $172K | Hold |
2,450
| – | – | 0.13% | 110 |
|
|
2017
Q3 | $168K | Hold |
2,450
| – | – | 0.13% | 110 |
|
|
2017
Q2 | $160K | Hold |
2,450
| – | – | 0.13% | 112 |
|
|
2017
Q1 | $153K | Hold |
2,450
| – | – | 0.12% | 115 |
|
|
2016
Q4 | $141K | Buy |
+2,450
| New | +$141K | 0.13% | 123 |
|