Allen Mooney & Barnes Investment Advisors’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 | $6.43M | Buy |
71,911
+49
| +0.1% | +$4.38K | 1.06% | 35 |
|
|
2025
Q1 | $5.87M | Hold |
71,862
| – | – | 0.96% | 39 |
|
|
2024
Q4 | $5.43M | Buy |
71,862
+3,143
| +5% | +$238K | 0.92% | 38 |
|
|
2024
Q3 | $5.75M | Sell |
68,719
-1,140
| -2% | -$95.3K | 0.98% | 33 |
|
|
2024
Q2 | $5.47M | Sell |
69,859
-5,928
| -8% | -$464K | 0.98% | 35 |
|
|
2024
Q1 | $5.95M | Buy |
75,787
+6,668
| +10% | +$524K | 1.14% | 34 |
|
|
2023
Q4 | $5.21M | Buy |
69,119
+998
| +1% | +$75.2K | 0.99% | 32 |
|
|
2023
Q3 | $4.69M | Sell |
68,121
-689
| -1% | -$47.5K | 1% | 32 |
|
|
2023
Q2 | $4.99M | Buy |
68,810
+585
| +0.9% | +$42.4K | 1.1% | 32 |
|
|
2023
Q1 | $4.88M | Sell |
68,225
-563
| -0.8% | -$40.3K | 1.17% | 33 |
|
|
2022
Q4 | $4.52M | Sell |
68,788
-3,463
| -5% | -$227K | 1.09% | 33 |
|
|
2022
Q3 | $4.05M | Hold |
72,251
| – | – | 1.08% | 34 |
|
|
2022
Q2 | $4.51M | Sell |
72,251
-879
| -1% | -$54.9K | 1.16% | 36 |
|
|
2022
Q1 | $5.38M | Buy |
+73,130
| New | +$5.38M | 1.19% | 33 |
|