Altman 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 | $646K | Sell |
7,240
-238
| -3% | -$21.2K | 0.26% | 85 |
|
|
2025
Q1 | $634K | Buy |
7,478
+108
| +1% | +$9.15K | 0.29% | 86 |
|
|
2024
Q4 | $557K | Buy |
7,370
+52
| +0.7% | +$3.93K | 0.24% | 90 |
|
|
2024
Q3 | $612K | Buy |
+7,318
| New | +$612K | 0.27% | 87 |
|
|
2024
Q2 | – | Sell |
-6,905
| Closed | -$549K | – | 78 |
|
|
2024
Q1 | $549K | Buy |
6,905
+199
| +3% | +$15.8K | 0.27% | 90 |
|
|
2023
Q4 | $505K | Buy |
6,706
+465
| +7% | +$35K | 0.27% | 90 |
|
|
2023
Q3 | $430K | Buy |
+6,241
| New | +$430K | 0.27% | 87 |
|
|
2021
Q4 | – | Sell |
-2,649
| Closed | -$213K | – | 78 |
|
|
2021
Q3 | $213K | Sell |
2,649
-74
| -3% | -$5.95K | 0.12% | 78 |
|
|
2021
Q2 | $219K | Buy |
+2,723
| New | +$219K | 0.12% | 77 |
|