ABLE Financial Group’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 | $5.26M | Sell |
58,833
-1,743
| -3% | -$156K | 1.27% | 23 |
|
|
2025
Q1 | $4.95M | Sell |
60,576
-1,017
| -2% | -$83.1K | 1.39% | 19 |
|
|
2024
Q4 | $4.66M | Sell |
61,593
-147,266
| -71% | -$11.1M | 1.38% | 22 |
|
|
2024
Q3 | $17.5M | Buy |
208,859
+29,100
| +16% | +$2.43M | 5.4% | 3 |
|
|
2024
Q2 | $14.1M | Buy |
179,759
+17,683
| +11% | +$1.39M | 5.09% | 3 |
|
|
2024
Q1 | $12.9M | Buy |
162,076
+15,080
| +10% | +$1.2M | 5.08% | 3 |
|
|
2023
Q4 | $11.1M | Buy |
146,996
+4,873
| +3% | +$367K | 4.79% | 3 |
|
|
2023
Q3 | $9.8M | Buy |
142,123
+20,453
| +17% | +$1.41M | 4.89% | 3 |
|
|
2023
Q2 | $8.82M | Buy |
121,670
+25,228
| +26% | +$1.83M | 4.56% | 3 |
|
|
2023
Q1 | $6.9M | Buy |
+96,442
| New | +$6.9M | 4.5% | 3 |
|