Annis Gardner Whiting Capital 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 | $93.4K | Buy |
1,045
+945
| +945% | +$84.5K | 0.03% | 308 |
|
|
2025
Q1 | $8.17K | Sell |
100
-736,868
| -100% | -$60.2M | ﹤0.01% | 569 |
|
|
2024
Q4 | $55.7M | Buy |
736,968
+10,139
| +1% | +$767K | 15.6% | 1 |
|
|
2024
Q3 | $60.8M | Hold |
726,829
| – | – | 17.12% | 1 |
|
|
2024
Q2 | $56.9M | Buy |
726,829
+110,754
| +18% | +$8.68M | 16.18% | 1 |
|
|
2024
Q1 | $49.2M | Buy |
616,075
+38,646
| +7% | +$3.09M | 17.62% | 1 |
|
|
2023
Q4 | $43.5M | Buy |
577,429
+64,762
| +13% | +$4.88M | 19.23% | 1 |
|
|
2023
Q3 | $35.3M | Buy |
+512,667
| New | +$35.3M | 18.85% | 1 |
|