Appleton Partners’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 | $2.82M | Sell |
31,546
-405
| -1% | -$36.2K | 0.2% | 101 |
|
|
2025
Q1 | $2.61M | Sell |
31,951
-240
| -0.7% | -$19.6K | 0.2% | 96 |
|
|
2024
Q4 | $2.43M | Buy |
32,191
+1,177
| +4% | +$89K | 0.18% | 99 |
|
|
2024
Q3 | $2.59M | Sell |
31,014
-2,095
| -6% | -$175K | 0.19% | 99 |
|
|
2024
Q2 | $2.59M | Sell |
33,109
-523
| -2% | -$41K | 0.2% | 100 |
|
|
2024
Q1 | $2.69M | Buy |
33,632
+1,404
| +4% | +$112K | 0.21% | 98 |
|
|
2023
Q4 | $2.43M | Sell |
32,228
-1,272
| -4% | -$95.8K | 0.2% | 101 |
|
|
2023
Q3 | $2.31M | Buy |
33,500
+6,607
| +25% | +$455K | 0.21% | 97 |
|
|
2023
Q2 | $1.95M | Sell |
26,893
-705
| -3% | -$51.1K | 0.16% | 108 |
|
|
2023
Q1 | $1.97M | Sell |
27,598
-76
| -0.3% | -$5.44K | 0.18% | 112 |
|
|
2022
Q4 | $1.82M | Sell |
27,674
-2,936
| -10% | -$193K | 0.17% | 116 |
|
|
2022
Q3 | $1.71M | Sell |
30,610
-203
| -0.7% | -$11.4K | 0.17% | 116 |
|
|
2022
Q2 | $1.93M | Sell |
30,813
-770
| -2% | -$48.1K | 0.18% | 106 |
|
|
2022
Q1 | $2.32M | Buy |
31,583
+75
| +0.2% | +$5.52K | 0.19% | 110 |
|
|
2021
Q4 | $2.48M | Sell |
31,508
-168
| -0.5% | -$13.2K | 0.19% | 107 |
|
|
2021
Q3 | $2.47M | Sell |
31,676
-983
| -3% | -$76.7K | 0.21% | 106 |
|
|
2021
Q2 | $2.58M | Sell |
32,659
-1,568
| -5% | -$124K | 0.22% | 101 |
|
|
2021
Q1 | $2.6M | Sell |
34,227
-1,687
| -5% | -$128K | 0.24% | 99 |
|
|
2020
Q4 | $2.62M | Sell |
35,914
-2,474
| -6% | -$180K | 0.26% | 85 |
|
|
2020
Q3 | $2.44M | Sell |
38,388
-2,170
| -5% | -$138K | 0.27% | 85 |
|
|
2020
Q2 | $2.47M | Sell |
40,558
-4,184
| -9% | -$255K | 0.3% | 81 |
|
|
2020
Q1 | $2.39M | Sell |
44,742
-2,703
| -6% | -$145K | 0.33% | 77 |
|
|
2019
Q4 | $3.3M | Sell |
47,445
-730
| -2% | -$50.7K | 0.36% | 72 |
|
|
2019
Q3 | $3.14M | Sell |
48,175
-1,424
| -3% | -$92.8K | 0.38% | 75 |
|
|
2019
Q2 | $3.26M | Sell |
49,599
-1,525
| -3% | -$100K | 0.4% | 67 |
|
|
2019
Q1 | $3.32M | Sell |
51,124
-1,358
| -3% | -$88.1K | 0.44% | 64 |
|
|
2018
Q4 | $3.09M | Sell |
52,482
-8,546
| -14% | -$502K | 0.46% | 67 |
|
|
2018
Q3 | $4.15M | Sell |
61,028
-273
| -0.4% | -$18.6K | 0.55% | 56 |
|
|
2018
Q2 | $4.11M | Sell |
61,301
-595
| -1% | -$39.8K | 0.59% | 57 |
|
|
2018
Q1 | $4.31M | Buy |
61,896
+2,172
| +4% | +$151K | 0.65% | 49 |
|
|
2017
Q4 | $4.2M | Buy |
59,724
+2,424
| +4% | +$170K | 0.65% | 52 |
|
|
2017
Q3 | $3.92M | Buy |
57,300
+2,309
| +4% | +$158K | 0.66% | 52 |
|
|
2017
Q2 | $3.59M | Buy |
54,991
+1,935
| +4% | +$126K | 0.6% | 58 |
|
|
2017
Q1 | $3.31M | Buy |
+53,056
| New | +$3.31M | 0.61% | 58 |
|