Ancora 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 | $695K | Buy |
7,779
+725
| +10% | +$64.8K | 0.01% | 464 |
|
|
2025
Q1 | $577K | Hold |
7,054
| – | – | 0.01% | 483 |
|
|
2024
Q4 | $533K | Sell |
7,054
-1,930
| -21% | -$146K | 0.01% | 497 |
|
|
2024
Q3 | $751K | Buy |
8,984
+1,905
| +27% | +$159K | 0.02% | 434 |
|
|
2024
Q2 | $554K | Buy |
7,079
+30
| +0.4% | +$2.35K | 0.01% | 471 |
|
|
2024
Q1 | $563K | Sell |
7,049
-214
| -3% | -$17.1K | 0.01% | 475 |
|
|
2023
Q4 | $547K | Buy |
7,263
+214
| +3% | +$16.1K | 0.01% | 471 |
|
|
2023
Q3 | $486K | Sell |
7,049
-574
| -8% | -$39.6K | 0.01% | 464 |
|
|
2023
Q2 | $553K | Buy |
7,623
+19
| +0.2% | +$1.38K | 0.01% | 436 |
|
|
2023
Q1 | $544K | Buy |
7,604
+874
| +13% | +$62.5K | 0.02% | 449 |
|
|
2022
Q4 | $442K | Sell |
6,730
-605
| -8% | -$39.7K | 0.01% | 498 |
|
|
2022
Q3 | $411K | Sell |
7,335
-782
| -10% | -$43.8K | 0.01% | 523 |
|
|
2022
Q2 | $507K | Sell |
8,117
-583
| -7% | -$36.4K | 0.01% | 494 |
|
|
2022
Q1 | $640K | Sell |
8,700
-1,042
| -11% | -$76.7K | 0.02% | 472 |
|
|
2021
Q4 | $766K | Hold |
9,742
| – | – | 0.02% | 440 |
|
|
2021
Q3 | $760K | Hold |
9,742
| – | – | 0.02% | 435 |
|
|
2021
Q2 | $768K | Sell |
9,742
-305
| -3% | -$24K | 0.02% | 438 |
|
|
2021
Q1 | $762K | Sell |
10,047
-746
| -7% | -$56.6K | 0.02% | 426 |
|
|
2020
Q4 | $788K | Buy |
10,793
+558
| +5% | +$40.7K | 0.03% | 385 |
|
|
2020
Q3 | $651K | Buy |
10,235
+3,070
| +43% | +$195K | 0.03% | 379 |
|
|
2020
Q2 | $436K | Sell |
7,165
-241
| -3% | -$14.7K | 0.02% | 438 |
|
|
2020
Q1 | $395K | Buy |
7,406
+481
| +7% | +$25.7K | 0.02% | 496 |
|
|
2019
Q4 | $481K | Sell |
6,925
-371
| -5% | -$25.8K | 0.02% | 497 |
|
|
2019
Q3 | $476K | Buy |
7,296
+1,303
| +22% | +$85K | 0.02% | 460 |
|
|
2019
Q2 | $394K | Sell |
5,993
-275
| -4% | -$18.1K | 0.02% | 461 |
|
|
2019
Q1 | $407K | Sell |
6,268
-104
| -2% | -$6.75K | 0.02% | 456 |
|
|
2018
Q4 | $374K | Hold |
6,372
| – | – | 0.02% | 467 |
|
|
2018
Q3 | $434K | Sell |
6,372
-2,349
| -27% | -$160K | 0.02% | 513 |
|
|
2018
Q2 | $584K | Sell |
8,721
-100
| -1% | -$6.7K | 0.03% | 446 |
|
|
2018
Q1 | $615K | Buy |
8,821
+316
| +4% | +$22K | 0.03% | 424 |
|
|
2017
Q4 | $598K | Buy |
8,505
+781
| +10% | +$54.9K | 0.03% | 396 |
|
|
2017
Q3 | $529K | Buy |
7,724
+514
| +7% | +$35.2K | 0.03% | 449 |
|
|
2017
Q2 | $470K | Buy |
7,210
+255
| +4% | +$16.6K | 0.03% | 432 |
|
|
2017
Q1 | $433K | Hold |
6,955
| – | – | 0.03% | 444 |
|
|
2016
Q4 | $401K | Buy |
6,955
+2,151
| +45% | +$124K | 0.03% | 441 |
|
|
2016
Q3 | $284K | Buy |
+4,804
| New | +$284K | 0.03% | 424 |
|
|
2016
Q2 | – | Sell |
-4,325
| Closed | -$247K | – | 523 |
|
|
2016
Q1 | $247K | Buy |
+4,325
| New | +$247K | 0.03% | 412 |
|
|
2014
Q3 | – | Sell |
-8,464
| Closed | -$579K | – | 475 |
|
|
2014
Q2 | $579K | Hold |
8,464
| – | – | 0.08% | 280 |
|
|
2014
Q1 | $569K | Sell |
8,464
-450
| -5% | -$30.3K | 0.08% | 269 |
|
|
2013
Q4 | $598K | Sell |
8,914
-23
| -0.3% | -$1.54K | 0.09% | 243 |
|
|
2013
Q3 | $570K | Buy |
8,937
+23
| +0.3% | +$1.47K | 0.1% | 228 |
|
|
2013
Q2 | $511K | Buy |
+8,914
| New | +$511K | 0.09% | 245 |
|