Angeles Investment 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 | $38.6K | Buy |
+432
| New | +$38.6K | ﹤0.01% | 28 |
|
|
2025
Q1 | – | Sell |
-62,785
| Closed | -$4.75M | – | 87 |
|
|
2024
Q4 | $4.75M | Sell |
62,785
-12,500
| -17% | -$945K | 0.23% | 23 |
|
|
2024
Q3 | $6.3M | Hold |
75,285
| – | – | 0.32% | 22 |
|
|
2024
Q2 | $5.9M | Hold |
75,285
| – | – | 0.3% | 25 |
|
|
2024
Q1 | $6.01M | Buy |
75,285
+3,345
| +5% | +$267K | 0.32% | 24 |
|
|
2023
Q4 | $5.42M | Buy |
71,940
+3,175
| +5% | +$239K | 0.33% | 25 |
|
|
2023
Q3 | $4.74M | Hold |
68,765
| – | – | 0.37% | 21 |
|
|
2023
Q2 | $4.99M | Buy |
68,765
+6,200
| +10% | +$450K | 0.42% | 18 |
|
|
2023
Q1 | $4.47M | Hold |
62,565
| – | – | 0.37% | 20 |
|
|
2022
Q4 | $4.11M | Buy |
62,565
+62,235
| +18,859% | +$4.09M | 0.35% | 19 |
|
|
2022
Q3 | $18K | Sell |
330
-62,235
| -99% | -$3.39M | ﹤0.01% | 43 |
|
|
2022
Q2 | $3.91M | Hold |
62,565
| – | – | 0.36% | 16 |
|
|
2022
Q1 | $4.61M | Sell |
62,565
-3,845
| -6% | -$283K | 0.32% | 19 |
|
|
2021
Q4 | $5.23M | Buy |
66,410
+3,345
| +5% | +$263K | 0.26% | 31 |
|
|
2021
Q3 | $4.92M | Buy |
63,065
+830
| +1% | +$64.8K | 0.29% | 32 |
|
|
2021
Q2 | $4.91M | Buy |
+62,235
| New | +$4.91M | 0.31% | 27 |
|
|
2020
Q3 | – | Sell |
-5,144
| Closed | -$313K | – | 107 |
|
|
2020
Q2 | $313K | Buy |
+5,144
| New | +$313K | 0.04% | 73 |
|
|
2019
Q1 | – | Sell |
-96,185
| Closed | -$5.65M | – | 47 |
|
|
2018
Q4 | $5.65M | Buy |
+96,185
| New | +$5.65M | 4.9% | 4 |
|