Anchor Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Anchor Investment Management’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$624K	Hold	6,979	–	–	0.05%	237
2025 Q1	$570K	Sell	6,979 -69	-1%	-$5.64K	0.05%	238
2024 Q4	$533K	Buy	7,048 +69	+1%	+$5.22K	0.05%	247
2024 Q3	$584K	Hold	6,979	–	–	0.06%	239
2024 Q2	$547K	Hold	6,979	–	–	0.06%	228
2024 Q1	$557K	Hold	6,979	–	–	0.06%	232
2023 Q4	$526K	Sell	6,979 -40	-0.6%	-$3.01K	0.06%	233
2023 Q3	$484K	Sell	7,019 -62	-0.9%	-$4.27K	0.06%	231
2023 Q2	$513K	Sell	7,081 -96	-1%	-$6.96K	0.07%	229
2023 Q1	$513K	Hold	7,177	–	–	0.07%	230
2022 Q4	$471K	Hold	7,177	–	–	0.07%	235
2022 Q3	$402K	Buy	7,177 +216	+3%	+$12.1K	0.06%	240
2022 Q2	$435K	Sell	6,961 -10	-0.1%	-$625	0.06%	237
2022 Q1	$513K	Hold	6,971	–	–	0.06%	240
2021 Q4	$548K	Sell	6,971 -63	-0.9%	-$4.96K	0.07%	233
2021 Q3	$549K	Sell	7,034 -100	-1%	-$7.8K	0.08%	223
2021 Q2	$563K	Hold	7,134	–	–	0.08%	219
2021 Q1	$541K	Hold	7,134	–	–	0.08%	208
2020 Q4	$520K	Hold	7,134	–	–	0.09%	182
2020 Q3	$454K	Hold	7,134	–	–	0.09%	169
2020 Q2	$434K	Hold	7,134	–	–	0.1%	169
2020 Q1	$381K	Hold	7,134	–	–	0.1%	175
2019 Q4	$495K	Sell	7,134 -100	-1%	-$6.94K	0.11%	177
2019 Q3	$472K	Hold	7,234	–	–	0.11%	178
2019 Q2	$475K	Sell	7,234 -200	-3%	-$13.1K	0.11%	174
2019 Q1	$482K	Sell	7,434 -94	-1%	-$6.1K	0.12%	173
2018 Q4	$442K	Sell	7,528 -400	-5%	-$23.5K	0.13%	171
2018 Q3	$539K	Sell	7,928 -179	-2%	-$12.2K	0.12%	170
2018 Q2	$543K	Hold	8,107	–	–	0.13%	168
2018 Q1	$565K	Hold	8,107	–	–	0.15%	159
2017 Q4	$570K	Sell	8,107 -150	-2%	-$10.5K	0.15%	155
2017 Q3	$565K	Buy	8,257 +190	+2%	+$13K	0.17%	142
2017 Q2	$526K	Hold	8,067	–	–	0.17%	133
2017 Q1	$502K	Buy	8,067 +579	+8%	+$36.1K	0.17%	129
2016 Q4	$432K	Buy	7,488 +100	+1%	+$5.77K	0.16%	137
2016 Q3	$437K	Hold	7,388	–	–	0.17%	135
2016 Q2	$412K	Buy	7,388 +950	+15%	+$53K	0.16%	142
2016 Q1	$368K	Buy	+6,438	New	+$368K	0.15%	151