WP Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

WP Advisors’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$413K	Buy	4,620 +80	+2%	+$7.15K	0.11%	81
2025 Q1	$371K	Hold	4,540	–	–	0.12%	81
2024 Q4	$343K	Buy	4,540 +63	+1%	+$4.76K	0.11%	79
2024 Q3	$374K	Sell	4,477 -829	-16%	-$69.3K	0.14%	77
2024 Q2	$416K	Buy	5,306 +94	+2%	+$7.36K	0.13%	82
2024 Q1	$416K	Sell	5,212 -391	-7%	-$31.2K	0.14%	82
2023 Q4	$422K	Buy	5,603 +68	+1%	+$5.12K	0.16%	76
2023 Q3	$381K	Hold	5,535	–	–	0.16%	75
2023 Q2	$401K	Buy	5,535 +97	+2%	+$7.03K	0.16%	74
2023 Q1	$389K	Hold	5,438	–	–	0.16%	76
2022 Q4	$357K	Buy	5,438 +23	+0.4%	+$1.51K	0.16%	78
2022 Q3	$303K	Hold	5,415	–	–	0.14%	84
2022 Q2	$338K	Buy	5,415 +128	+2%	+$7.99K	0.15%	86
2022 Q1	$389K	Sell	5,287 -624	-11%	-$45.9K	0.16%	81
2021 Q4	$465K	Buy	5,911 +103	+2%	+$8.1K	0.19%	76
2021 Q3	$453K	Hold	5,808	–	–	0.19%	79
2021 Q2	$458K	Buy	5,808 +73	+1%	+$5.76K	0.19%	76
2021 Q1	$435K	Sell	5,735 -466	-8%	-$35.3K	0.19%	72
2020 Q4	$452K	Buy	6,201 +56	+0.9%	+$4.08K	0.22%	63
2020 Q3	$391K	Hold	6,145	–	–	0.24%	57
2020 Q2	$374K	Buy	6,145 +534	+10%	+$32.5K	0.26%	43
2020 Q1	$300K	Sell	5,611 -529	-9%	-$28.3K	0.29%	36
2019 Q4	$426K	Buy	6,140 +63	+1%	+$4.37K	0.44%	34
2019 Q3	$396K	Sell	6,077 -252	-4%	-$16.4K	0.45%	32
2019 Q2	$416K	Buy	6,329 +70	+1%	+$4.6K	0.46%	34
2019 Q1	$4.06K	Hold	6,259	–	–	0.44%	33
2018 Q4	$368K	Buy	6,259 +16	+0.3%	+$941	0.36%	35
2018 Q3	$424K	Hold	6,243	–	–	0.39%	32
2018 Q2	$418K	Buy	6,243 +116	+2%	+$7.77K	0.39%	32
2018 Q1	$427K	Hold	6,127	–	–	0.46%	27
2017 Q4	$431K	Buy	6,127 +59	+1%	+$4.15K	0.42%	31
2017 Q3	$416K	Hold	6,068	–	–	0.31%	40
2017 Q2	$396K	Buy	6,068 +79	+1%	+$5.16K	0.29%	43
2017 Q1	$373K	Buy	5,989 +663	+12%	+$41.3K	0.23%	43
2016 Q4	$307K	Buy	+5,326	New	+$307K	0.21%	46