Ballentine 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 | – | Sell |
-3,364
| Closed | -$275K | – | 27 |
|
|
2025
Q1 | $275K | Hold |
3,364
| – | – | 0.14% | 26 |
|
|
2024
Q4 | $254K | Hold |
3,364
| – | – | 0.13% | 27 |
|
|
2024
Q3 | $281K | Hold |
3,364
| – | – | 0.14% | 26 |
|
|
2024
Q2 | $263K | Hold |
3,364
| – | – | 0.14% | 26 |
|
|
2024
Q1 | $267K | Hold |
3,364
| – | – | 0.15% | 24 |
|
|
2023
Q4 | $253K | Buy |
+3,364
| New | +$253K | 0.15% | 25 |
|