Wolff Financial 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 | $1.43M | Buy |
15,971
+119
| +0.8% | +$10.6K | 0.37% | 32 |
|
|
2025
Q1 | $1.3M | Sell |
15,852
-16
| -0.1% | -$1.31K | 0.36% | 33 |
|
|
2024
Q4 | $1.2M | Buy |
15,868
+127
| +0.8% | +$9.6K | 0.33% | 35 |
|
|
2024
Q3 | $1.32M | Buy |
+15,741
| New | +$1.32M | 0.36% | 33 |
|
|
2024
Q2 | – | Sell |
-15,577
| Closed | -$1.24M | – | 50 |
|
|
2024
Q1 | $1.24M | Sell |
15,577
-1,945
| -11% | -$155K | 0.36% | 35 |
|
|
2023
Q4 | $1.32M | Sell |
17,522
-1,014
| -5% | -$76.4K | 0.41% | 34 |
|
|
2023
Q3 | $1.28M | Buy |
+18,536
| New | +$1.28M | 0.44% | 32 |
|
|
2023
Q2 | – | Sell |
-23,123
| Closed | -$1.65M | – | 50 |
|
|
2023
Q1 | $1.65M | Sell |
23,123
-18,548
| -45% | -$1.33M | 0.58% | 27 |
|
|
2022
Q4 | $2.74M | Sell |
41,671
-11,777
| -22% | -$773K | 1.01% | 18 |
|
|
2022
Q3 | $2.99M | Buy |
53,448
+5,325
| +11% | +$298K | 1.37% | 19 |
|
|
2022
Q2 | $3.01M | Buy |
48,123
+1,436
| +3% | +$89.7K | 1.34% | 18 |
|
|
2022
Q1 | $3.44M | Buy |
46,687
+321
| +0.7% | +$23.6K | 1.36% | 17 |
|
|
2021
Q4 | $3.65M | Buy |
+46,366
| New | +$3.65M | 1.38% | 17 |
|
|
2021
Q1 | $3.2M | Buy |
42,180
+1,286
| +3% | +$97.6K | 1.47% | 16 |
|
|
2020
Q4 | $2.98M | Buy |
40,894
+737
| +2% | +$53.8K | 1.56% | 15 |
|
|
2020
Q3 | $2.56M | Sell |
40,157
-659
| -2% | -$41.9K | 1.52% | 16 |
|
|
2020
Q2 | $2.48M | Buy |
40,816
+5,516
| +16% | +$336K | 1.58% | 16 |
|
|
2020
Q1 | $1.89M | Buy |
35,300
+2,650
| +8% | +$142K | 1.42% | 18 |
|
|
2019
Q4 | $2.27M | Buy |
32,650
+2,480
| +8% | +$172K | 1.5% | 17 |
|
|
2019
Q3 | $1.97M | Buy |
30,170
+2,504
| +9% | +$163K | 1.44% | 17 |
|
|
2019
Q2 | $1.82M | Buy |
27,666
+8,400
| +44% | +$552K | 1.4% | 16 |
|
|
2019
Q1 | $1.25M | Buy |
19,266
+6,922
| +56% | +$449K | 1.04% | 20 |
|
|
2018
Q4 | $726K | Buy |
+12,344
| New | +$726K | 0.71% | 31 |
|