Baron Financial Group’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 | $6.74M | Sell |
75,345
-1,229
| -2% | -$110K | 3.95% | 5 |
|
|
2025
Q1 | $6.26M | Buy |
76,574
+1,018
| +1% | +$83.2K | 3.94% | 6 |
|
|
2024
Q4 | $5.71M | Buy |
75,556
+2,681
| +4% | +$203K | 3.54% | 6 |
|
|
2024
Q3 | $6.09M | Sell |
72,875
-1,080
| -1% | -$90.3K | 3.73% | 5 |
|
|
2024
Q2 | $5.79M | Sell |
73,955
-2,457
| -3% | -$192K | 3.68% | 5 |
|
|
2024
Q1 | $6.1M | Sell |
76,412
-375
| -0.5% | -$29.9K | 3.77% | 5 |
|
|
2023
Q4 | $5.79M | Sell |
76,787
-1,415
| -2% | -$107K | 3.69% | 6 |
|
|
2023
Q3 | $5.39M | Sell |
78,202
-215
| -0.3% | -$14.8K | 3.5% | 8 |
|
|
2023
Q2 | $5.69M | Sell |
78,417
-2,879
| -4% | -$209K | 3.51% | 8 |
|
|
2023
Q1 | $5.81M | Sell |
81,296
-475
| -0.6% | -$34K | 3.68% | 7 |
|
|
2022
Q4 | $5.37M | Buy |
81,771
+98
| +0.1% | +$6.43K | 3.56% | 6 |
|
|
2022
Q3 | $4.58M | Buy |
81,673
+160
| +0.2% | +$8.96K | 3.08% | 9 |
|
|
2022
Q2 | $5.09M | Sell |
81,513
-1,895
| -2% | -$118K | 3.37% | 9 |
|
|
2022
Q1 | $6.14M | Buy |
83,408
+516
| +0.6% | +$38K | 3.56% | 8 |
|
|
2021
Q4 | $6.52M | Buy |
82,892
+250
| +0.3% | +$19.7K | 3.7% | 8 |
|
|
2021
Q3 | $6.45M | Buy |
82,642
+510
| +0.6% | +$39.8K | 3.91% | 8 |
|
|
2021
Q2 | $6.48M | Buy |
82,132
+20
| +0% | +$1.58K | 4.03% | 7 |
|
|
2021
Q1 | $6.23M | Buy |
82,112
+945
| +1% | +$71.7K | 4.29% | 6 |
|
|
2020
Q4 | $5.92M | Sell |
81,167
-1,385
| -2% | -$101K | 4.73% | 5 |
|
|
2020
Q3 | $5.25M | Buy |
+82,552
| New | +$5.25M | 4.94% | 5 |
|