AHL Investment 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 | $346K | Hold |
3,869
| – | – | 0.23% | 54 |
|
|
2025
Q1 | $316K | Hold |
3,869
| – | – | 0.22% | 58 |
|
|
2024
Q4 | $293K | Sell |
3,869
-41
| -1% | -$3.1K | 0.2% | 58 |
|
|
2024
Q3 | $327K | Sell |
3,910
-375
| -9% | -$31.4K | 0.23% | 57 |
|
|
2024
Q2 | $336K | Hold |
4,285
| – | – | 0.25% | 57 |
|
|
2024
Q1 | $342K | Sell |
4,285
-780
| -15% | -$62.3K | 0.26% | 51 |
|
|
2023
Q4 | $382K | Hold |
5,065
| – | – | 0.31% | 48 |
|
|
2023
Q3 | $349K | Hold |
5,065
| – | – | 0.31% | 47 |
|
|
2023
Q2 | $367K | Hold |
5,065
| – | – | 0.33% | 45 |
|
|
2023
Q1 | $362K | Hold |
5,065
| – | – | 0.33% | 48 |
|
|
2022
Q4 | $332K | Hold |
5,065
| – | – | 0.31% | 49 |
|
|
2022
Q3 | $284K | Hold |
5,065
| – | – | 0.29% | 48 |
|
|
2022
Q2 | $317K | Hold |
5,065
| – | – | 0.32% | 46 |
|
|
2022
Q1 | $373K | Hold |
5,065
| – | – | 0.34% | 46 |
|
|
2021
Q4 | $399K | Buy |
+5,065
| New | +$399K | 0.36% | 47 |
|