Americana Partners’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 | $1.5M | Buy |
+16,754
| New | +$1.5M | 0.05% | 218 |
|
|
2025
Q1 | – | Sell |
-16,726
| Closed | -$1.26M | – | 380 |
|
|
2024
Q4 | $1.26M | Hold |
16,726
| – | – | 0.05% | 204 |
|
|
2024
Q3 | $1.4M | Sell |
16,726
-2,138
| -11% | -$179K | 0.1% | 164 |
|
|
2024
Q2 | $1.48M | Buy |
+18,864
| New | +$1.48M | 0.12% | 152 |
|
|
2023
Q1 | – | Sell |
-3,389
| Closed | -$222K | – | 277 |
|
|
2022
Q4 | $222K | Buy |
+3,389
| New | +$222K | 0.04% | 230 |
|
|
2021
Q2 | – | Sell |
-2,975
| Closed | -$225K | – | 139 |
|
|
2021
Q1 | $225K | Sell |
2,975
-890
| -23% | -$67.3K | 0.14% | 100 |
|
|
2020
Q4 | $281K | Hold |
3,865
| – | – | 0.22% | 75 |
|
|
2020
Q3 | $246K | Hold |
3,865
| – | – | 0.22% | 78 |
|
|
2020
Q2 | $235K | Sell |
3,865
-2,665
| -41% | -$162K | 0.18% | 79 |
|
|
2020
Q1 | $349K | Sell |
6,530
-4,413
| -40% | -$236K | 0.36% | 62 |
|
|
2019
Q4 | $759K | Buy |
+10,943
| New | +$759K | 0.42% | 37 |
|