Anchor Capital Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $868K | Sell |
8,935
-627
| -7% | -$62.7K | 0.02% | 170 |
|
|
2025
Q4 | $918K | Sell |
9,562
-1,110
| -10% | -$105K | 0.03% | 177 |
|
|
2025
Q3 | $996K | Sell |
10,672
-791
| -7% | -$71.9K | 0.03% | 174 |
|
|
2025
Q2 | $1.02M | Sell |
11,463
-700
| -6% | -$59.8K | 0.03% | 177 |
|
|
2025
Q1 | $994K | Hold |
12,163
| – | – | 0.03% | 172 |
|
|
2024
Q4 | $920K | Sell |
12,163
-7,805
| -39% | -$618K | 0.03% | 185 |
|
|
2024
Q3 | $1.67M | Hold |
19,968
| – | – | 0.04% | 150 |
|
|
2024
Q2 | $1.56M | Hold |
19,968
| – | – | 0.04% | 149 |
|
|
2024
Q1 | $1.59M | Sell |
19,968
-1,800
| -8% | -$138K | 0.04% | 146 |
|
|
2023
Q4 | $1.64M | Sell |
21,768
-25
| -0.1% | -$1.77K | 0.04% | 140 |
|
|
2023
Q3 | $1.5M | Buy |
21,793
+303
| +1% | +$21.7K | 0.04% | 141 |
|
|
2023
Q2 | $1.56M | Buy |
21,490
+14
| +0.1% | +$1.02K | 0.04% | 144 |
|
|
2023
Q1 | $1.54M | Sell |
21,476
-230
| -1% | -$16.1K | 0.04% | 139 |
|
|
2022
Q4 | $1.42M | Sell |
21,706
-971
| -4% | -$60.8K | 0.04% | 147 |
|
|
2022
Q3 | $1.27M | Sell |
22,677
-160
| -0.7% | -$9.97K | 0.04% | 149 |
|
|
2022
Q2 | $1.43M | Buy |
22,837
+66
| +0.3% | +$4.49K | 0.04% | 148 |
|
|
2022
Q1 | $1.68M | Buy |
22,771
+1,174
| +5% | +$87.8K | 0.04% | 160 |
|
|
2021
Q4 | $1.7M | Buy |
21,597
+504
| +2% | +$39.9K | 0.03% | 157 |
|
|
2021
Q3 | $1.65M | Buy |
21,093
+160
| +0.8% | +$12.8K | 0.03% | 156 |
|
|
2021
Q2 | $1.65M | Sell |
20,933
-3,600
| -15% | -$286K | 0.03% | 160 |
|
|
2021
Q1 | $1.86M | Buy |
24,533
+170
| +0.7% | +$12.8K | 0.04% | 148 |
|
|
2020
Q4 | $1.78M | Buy |
24,363
+1,151
| +5% | +$78.7K | 0.04% | 150 |
|
|
2020
Q3 | $1.48M | Buy |
23,212
+3,720
| +19% | +$238K | 0.04% | 149 |
|
|
2020
Q2 | $1.19M | Sell |
19,492
-5,740
| -23% | -$332K | 0.03% | 149 |
|
|
2020
Q1 | $1.35M | Sell |
25,232
-4,481
| -15% | -$284K | 0.04% | 138 |
|
|
2019
Q4 | $2.06M | Sell |
29,713
-310
| -1% | -$20.9K | 0.04% | 135 |
|
|
2019
Q3 | $1.96M | Sell |
30,023
-298
| -1% | -$19.2K | 0.07% | 129 |
|
|
2019
Q2 | $1.99M | Buy |
30,321
+2,617
| +9% | +$171K | 0.07% | 127 |
|
|
2019
Q1 | $1.8K | Sell |
27,704
-50
| -0.2% | -$3.15K | 0.04% | 132 |
|
|
2018
Q4 | $1.63M | Buy |
27,754
+8,226
| +42% | +$514K | 0.07% | 130 |
|
|
2018
Q3 | $1.33M | Hold |
19,528
| – | – | 0.05% | 157 |
|
|
2018
Q2 | $1.31M | Buy |
19,528
+850
| +5% | +$59.6K | 0.05% | 157 |
|
|
2018
Q1 | $1.3M | Buy |
18,678
+1,255
| +7% | +$89.5K | 0.05% | 173 |
|
|
2017
Q4 | $1.23M | Sell |
17,423
-35
| -0.2% | -$2.43K | 0.04% | 162 |
|
|
2017
Q3 | $1.2M | Hold |
17,458
| – | – | 0.04% | 159 |
|
|
2017
Q2 | $1.14M | Buy |
17,458
+4,500
| +35% | +$291K | 0.04% | 158 |
|
|
2017
Q1 | $807K | Hold |
12,958
| – | – | 0.03% | 180 |
|
|
2016
Q4 | $748K | Sell |
12,958
-400
| -3% | -$23.1K | 0.03% | 185 |
|
|
2016
Q3 | $790K | Buy |
13,358
+2,720
| +26% | +$158K | 0.03% | 189 |
|
|
2016
Q2 | $594K | Hold |
10,638
| – | – | 0.02% | 201 |
|
|
2016
Q1 | $608K | Buy |
10,638
+1,750
| +20% | +$96.4K | 0.01% | 205 |
|
|
2015
Q4 | $522K | Buy |
+8,888
| New | +$535K | 0.01% | 226 |
|
|
2015
Q1 | – | Sell |
-9,937
| Closed | -$605K | – | 302 |
|
|
2014
Q4 | $605K | Buy |
+9,937
| New | +$620K | 0.01% | 231 |
|
Other funds holding EFA
NMIMC
