Western Wealth Management’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 | $4.3M | Sell |
48,106
-685
| -1% | -$61.2K | 0.26% | 80 |
|
|
2025
Q1 | $3.99M | Buy |
48,791
+6,332
| +15% | +$518K | 0.26% | 80 |
|
|
2024
Q4 | $3.21M | Buy |
42,459
+5,945
| +16% | +$450K | 0.21% | 94 |
|
|
2024
Q3 | $3.05M | Buy |
36,514
+2,418
| +7% | +$202K | 0.17% | 112 |
|
|
2024
Q2 | $2.67M | Buy |
34,096
+10,091
| +42% | +$790K | 0.2% | 104 |
|
|
2024
Q1 | $1.92M | Buy |
24,005
+2,586
| +12% | +$207K | 0.15% | 135 |
|
|
2023
Q4 | $1.61M | Buy |
21,419
+13,137
| +159% | +$990K | 0.12% | 181 |
|
|
2023
Q3 | $571K | Buy |
8,282
+685
| +9% | +$47.2K | 0.05% | 360 |
|
|
2023
Q2 | $551K | Sell |
7,597
-102
| -1% | -$7.4K | 0.05% | 356 |
|
|
2023
Q1 | $551K | Buy |
7,699
+536
| +7% | +$38.3K | 0.05% | 345 |
|
|
2022
Q4 | $470K | Sell |
7,163
-6,801
| -49% | -$446K | 0.05% | 351 |
|
|
2022
Q3 | $783K | Buy |
13,964
+4,355
| +45% | +$244K | 0.04% | 373 |
|
|
2022
Q2 | $600K | Sell |
9,609
-4,150
| -30% | -$259K | 0.03% | 421 |
|
|
2022
Q1 | $1.01M | Buy |
13,759
+7,227
| +111% | +$532K | 0.05% | 331 |
|
|
2021
Q4 | $515K | Buy |
+6,532
| New | +$515K | 0.05% | 322 |
|
|
2021
Q2 | $554K | Buy |
6,992
+554
| +9% | +$43.9K | 0.06% | 333 |
|
|
2021
Q1 | $488K | Sell |
6,438
-82
| -1% | -$6.22K | 0.07% | 280 |
|
|
2020
Q4 | $476K | Buy |
6,520
+159
| +2% | +$11.6K | 0.07% | 263 |
|
|
2020
Q3 | $405K | Sell |
6,361
-1,411
| -18% | -$89.8K | 0.07% | 276 |
|
|
2020
Q2 | $474K | Sell |
7,772
-1,644
| -17% | -$100K | 0.09% | 238 |
|
|
2020
Q1 | $465K | Sell |
9,416
-490
| -5% | -$24.2K | 0.11% | 192 |
|
|
2019
Q4 | $688K | Sell |
9,906
-435
| -4% | -$30.2K | 0.1% | 190 |
|
|
2019
Q3 | $622K | Sell |
10,341
-168
| -2% | -$10.1K | 0.13% | 178 |
|
|
2019
Q2 | $694K | Buy |
10,509
+1,110
| +12% | +$73.3K | 0.09% | 178 |
|
|
2019
Q1 | $609K | Buy |
9,399
+441
| +5% | +$28.6K | 0.14% | 178 |
|
|
2018
Q4 | $528K | Buy |
+8,958
| New | +$528K | 0.14% | 169 |
|