Berman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.58M | Sell |
20,214
-310
| -2% | -$24.2K | 0.25% | 49 |
|
|
2021
Q2 | $1.62M | Sell |
20,524
-214
| -1% | -$16.9K | 0.26% | 49 |
|
|
2021
Q1 | $1.57M | Sell |
20,738
-765
| -4% | -$58K | 0.33% | 39 |
|
|
2020
Q4 | $1.57M | Sell |
21,503
-1,510
| -7% | -$110K | 0.38% | 34 |
|
|
2020
Q3 | $1.46M | Sell |
23,013
-709
| -3% | -$45.1K | 0.42% | 34 |
|
|
2020
Q2 | $1.44M | Sell |
23,722
-238
| -1% | -$14.5K | 0.38% | 37 |
|
|
2020
Q1 | $1.28M | Sell |
23,960
-102
| -0.4% | -$5.45K | 0.41% | 28 |
|
|
2019
Q4 | $1.67M | Buy |
24,062
+15
| +0.1% | +$1.04K | 0.48% | 27 |
|
|
2019
Q3 | $1.57M | Sell |
24,047
-171
| -0.7% | -$11.2K | 0.49% | 28 |
|
|
2019
Q2 | $1.59M | Buy |
24,218
+370
| +2% | +$24.3K | 0.51% | 26 |
|
|
2019
Q1 | $1.55M | Buy |
23,848
+22,801
| +2,178% | +$1.48M | 0.52% | 26 |
|
|
2018
Q4 | $61K | Sell |
1,047
-26,893
| -96% | -$1.57M | 0.02% | 234 |
|
|
2018
Q3 | $1.9M | Sell |
27,940
-1,816
| -6% | -$123K | 0.8% | 20 |
|
|
2018
Q2 | $1.99M | Buy |
29,756
+2,228
| +8% | +$149K | 0.69% | 25 |
|
|
2018
Q1 | $1.92M | Sell |
27,528
-4,291
| -13% | -$299K | 0.73% | 26 |
|
|
2017
Q4 | $2.24M | Buy |
+31,819
| New | +$2.24M | 0.74% | 26 |
|