Birch Hill Investment 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 | $6.82M | Buy |
76,328
+66
| +0.1% | +$5.9K | 0.3% | 52 |
|
|
2025
Q1 | $6.23M | Buy |
76,262
+373
| +0.5% | +$30.5K | 0.3% | 47 |
|
|
2024
Q4 | $5.74M | Buy |
75,889
+58
| +0.1% | +$4.39K | 0.27% | 50 |
|
|
2024
Q3 | $6.34M | Buy |
75,831
+608
| +0.8% | +$50.8K | 0.3% | 48 |
|
|
2024
Q2 | $5.89M | Buy |
75,223
+1,312
| +2% | +$103K | 0.28% | 49 |
|
|
2024
Q1 | $5.9M | Sell |
73,911
-2,844
| -4% | -$227K | 0.29% | 49 |
|
|
2023
Q4 | $5.78M | Buy |
76,755
+412
| +0.5% | +$31K | 0.31% | 49 |
|
|
2023
Q3 | $5.26M | Sell |
76,343
-602
| -0.8% | -$41.5K | 0.31% | 48 |
|
|
2023
Q2 | $5.58M | Sell |
76,945
-898
| -1% | -$65.1K | 0.32% | 48 |
|
|
2023
Q1 | $5.57M | Sell |
77,843
-464
| -0.6% | -$33.2K | 0.35% | 49 |
|
|
2022
Q4 | $5.14M | Sell |
78,307
-2,029
| -3% | -$133K | 0.33% | 49 |
|
|
2022
Q3 | $4.5M | Buy |
80,336
+1,380
| +2% | +$77.3K | 0.3% | 51 |
|
|
2022
Q2 | $4.93M | Sell |
78,956
-430
| -0.5% | -$26.9K | 0.31% | 52 |
|
|
2022
Q1 | $5.84M | Sell |
79,386
-4,337
| -5% | -$319K | 0.31% | 54 |
|
|
2021
Q4 | $6.59M | Buy |
83,723
+88
| +0.1% | +$6.92K | 0.33% | 52 |
|
|
2021
Q3 | $6.52M | Buy |
83,635
+1,362
| +2% | +$106K | 0.35% | 48 |
|
|
2021
Q2 | $6.49M | Sell |
82,273
-1,088
| -1% | -$85.8K | 0.35% | 50 |
|
|
2021
Q1 | $6.33M | Sell |
83,361
-460
| -0.5% | -$34.9K | 0.36% | 48 |
|
|
2020
Q4 | $6.12M | Sell |
83,821
-1,450
| -2% | -$106K | 0.37% | 46 |
|
|
2020
Q3 | $5.43M | Buy |
85,271
+4
| +0% | +$255 | 0.36% | 42 |
|
|
2020
Q2 | $5.19M | Sell |
85,267
-614
| -0.7% | -$37.4K | 0.38% | 43 |
|
|
2020
Q1 | $4.59M | Sell |
85,881
-924
| -1% | -$49.4K | 0.4% | 42 |
|
|
2019
Q4 | $6.03M | Buy |
86,805
+8,638
| +11% | +$600K | 0.4% | 45 |
|
|
2019
Q3 | $5.1M | Sell |
78,167
-926
| -1% | -$60.4K | 0.37% | 47 |
|
|
2019
Q2 | $5.2M | Buy |
79,093
+105
| +0.1% | +$6.9K | 0.38% | 47 |
|
|
2019
Q1 | $5.12M | Buy |
78,988
+2,924
| +4% | +$190K | 0.39% | 48 |
|
|
2018
Q4 | $4.47M | Sell |
76,064
-991
| -1% | -$58.3K | 0.39% | 48 |
|
|
2018
Q3 | $5.24M | Buy |
77,055
+1,296
| +2% | +$88.1K | 0.38% | 50 |
|
|
2018
Q2 | $5.07M | Sell |
75,759
-246
| -0.3% | -$16.5K | 0.4% | 48 |
|
|
2018
Q1 | $5.3M | Sell |
76,005
-1,042
| -1% | -$72.6K | 0.44% | 48 |
|
|
2017
Q4 | $5.42M | Buy |
77,047
+2,327
| +3% | +$164K | 0.45% | 46 |
|
|
2017
Q3 | $5.12M | Sell |
74,720
-135
| -0.2% | -$9.25K | 0.45% | 45 |
|
|
2017
Q2 | $4.88M | Buy |
74,855
+115
| +0.2% | +$7.5K | 0.43% | 45 |
|
|
2017
Q1 | $4.66M | Buy |
74,740
+600
| +0.8% | +$37.4K | 0.4% | 46 |
|
|
2016
Q4 | $4.28M | Sell |
74,140
-800
| -1% | -$46.2K | 0.39% | 47 |
|
|
2016
Q3 | $4.43M | Buy |
74,940
+9,440
| +14% | +$558K | 0.41% | 49 |
|
|
2016
Q2 | $3.66M | Sell |
65,500
-5,286
| -7% | -$295K | 0.36% | 48 |
|
|
2016
Q1 | $4.05M | Sell |
70,786
-824
| -1% | -$47.1K | 0.43% | 47 |
|
|
2015
Q4 | $4.21M | Sell |
71,610
-68
| -0.1% | -$3.99K | 0.44% | 47 |
|
|
2015
Q3 | $4.11M | Buy |
71,678
+255
| +0.4% | +$14.6K | 0.45% | 46 |
|
|
2015
Q2 | $4.54M | Buy |
71,423
+2,412
| +3% | +$153K | 0.47% | 47 |
|
|
2015
Q1 | $4.43M | Buy |
69,011
+7,495
| +12% | +$481K | 0.45% | 48 |
|
|
2014
Q4 | $3.74M | Sell |
61,516
-542
| -0.9% | -$33K | 0.38% | 52 |
|
|
2014
Q3 | $3.98M | Sell |
62,058
-490
| -0.8% | -$31.4K | 0.42% | 51 |
|
|
2014
Q2 | $4.28M | Sell |
62,548
-1,700
| -3% | -$116K | 0.45% | 50 |
|
|
2014
Q1 | $4.32M | Buy |
64,248
+1,274
| +2% | +$85.6K | 0.46% | 49 |
|
|
2013
Q4 | $4.23M | Buy |
62,974
+725
| +1% | +$48.6K | 0.45% | 51 |
|
|
2013
Q3 | $3.97M | Buy |
62,249
+248
| +0.4% | +$15.8K | 0.47% | 50 |
|
|
2013
Q2 | $3.55M | Buy |
+62,001
| New | +$3.55M | 0.45% | 53 |
|