Apexium Financial’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 | $3M | Buy |
33,596
+581
| +2% | +$51.9K | 0.16% | 68 |
|
|
2025
Q1 | $2.7M | Buy |
33,015
+2,323
| +8% | +$190K | 0.16% | 65 |
|
|
2024
Q4 | $2.32M | Buy |
30,692
+9,939
| +48% | +$751K | 0.14% | 67 |
|
|
2024
Q3 | $1.74M | Buy |
20,753
+5,180
| +33% | +$433K | 0.11% | 70 |
|
|
2024
Q2 | $1.22M | Buy |
15,573
+2,545
| +20% | +$199K | 0.09% | 79 |
|
|
2024
Q1 | $1.04M | Buy |
13,028
+495
| +4% | +$39.5K | 0.08% | 91 |
|
|
2023
Q4 | $944K | Sell |
12,533
-1,995
| -14% | -$150K | 0.07% | 118 |
|
|
2023
Q3 | $1M | Sell |
14,528
-386
| -3% | -$26.6K | 0.1% | 84 |
|
|
2023
Q2 | $1.08M | Buy |
14,914
+531
| +4% | +$38.5K | 0.1% | 81 |
|
|
2023
Q1 | $1.03M | Buy |
14,383
+1,619
| +13% | +$116K | 0.1% | 82 |
|
|
2022
Q4 | $838K | Sell |
12,764
-225
| -2% | -$14.8K | 0.09% | 94 |
|
|
2022
Q3 | $728K | Buy |
+12,989
| New | +$728K | 0.09% | 92 |
|
|
2022
Q1 | – | Sell |
-2,614
| Closed | -$206K | – | 98 |
|
|
2021
Q4 | $206K | Buy |
+2,614
| New | +$206K | 0.11% | 95 |
|
|
2020
Q1 | – | Sell |
-4,440
| Closed | -$308K | – | 69 |
|
|
2019
Q4 | $308K | Buy |
+4,440
| New | +$308K | 0.4% | 45 |
|