Aspect 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 | $2.35M | Sell |
26,257
-68,745
| -72% | -$6.15M | 1.16% | 21 |
|
|
2025
Q1 | $7.76M | Buy |
95,002
+91,674
| +2,755% | +$7.49M | 4.45% | 6 |
|
|
2024
Q4 | $252K | Sell |
3,328
-22,073
| -87% | -$1.67M | 0.15% | 62 |
|
|
2024
Q3 | $2.12M | Sell |
25,401
-129,423
| -84% | -$10.8M | 1.19% | 21 |
|
|
2024
Q2 | $12.1M | Buy |
154,824
+128,937
| +498% | +$10.1M | 7.22% | 3 |
|
|
2024
Q1 | $2.07M | Sell |
25,887
-175,961
| -87% | -$14.1M | 1.63% | 14 |
|
|
2023
Q4 | $15.2M | Buy |
+201,848
| New | +$15.2M | 9.81% | 3 |
|