Boston Financial Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.54M | Sell |
73,323
-1,181
| -2% | -$93.5K | 0.17% | 95 |
|
|
2024
Q3 | $6.23M | Sell |
74,504
-557
| -0.7% | -$44.8K | 0.19% | 90 |
|
|
2024
Q2 | $5.88M | Sell |
75,061
-60
| -0.1% | -$4.75K | 0.19% | 95 |
|
|
2024
Q1 | $6M | Sell |
75,121
-2,240
| -3% | -$171K | 0.19% | 92 |
|
|
2023
Q4 | $5.83M | Buy |
77,361
+8,032
| +12% | +$568K | 0.2% | 91 |
|
|
2023
Q3 | $4.78M | Sell |
69,329
-715
| -1% | -$51.2K | 0.18% | 94 |
|
|
2023
Q2 | $5.08M | Sell |
70,044
-347
| -0.5% | -$25.2K | 0.18% | 93 |
|
|
2023
Q1 | $5.03M | Sell |
70,391
-836
| -1% | -$58.5K | 0.2% | 89 |
|
|
2022
Q4 | $4.68M | Buy |
71,227
+7,359
| +12% | +$461K | 0.19% | 94 |
|
|
2022
Q3 | $3.58M | Buy |
63,868
+10,666
| +20% | +$665K | 0.16% | 94 |
|
|
2022
Q2 | $3.33M | Sell |
53,202
-1,410
| -3% | -$96K | 0.14% | 97 |
|
|
2022
Q1 | $4.02M | Sell |
54,612
-10,948
| -17% | -$819K | 0.15% | 93 |
|
|
2021
Q4 | $5.16M | Buy |
65,560
+8,600
| +15% | +$681K | 0.19% | 77 |
|
|
2021
Q3 | $4.44M | Sell |
56,960
-6,158
| -10% | -$493K | 0.18% | 77 |
|
|
2021
Q2 | $4.98M | Sell |
63,118
-3,474
| -5% | -$276K | 0.2% | 78 |
|
|
2021
Q1 | $5.05M | Sell |
66,592
-461
| -0.7% | -$34.7K | 0.22% | 76 |
|
|
2020
Q4 | $4.89M | Sell |
67,053
-1,570
| -2% | -$107K | 0.22% | 76 |
|
|
2020
Q3 | $4.37M | Sell |
68,623
-3,943
| -5% | -$252K | 0.21% | 76 |
|
|
2020
Q2 | $4.42M | Sell |
72,566
-15,687
| -18% | -$907K | 0.24% | 74 |
|
|
2020
Q1 | $4.72M | Sell |
88,253
-15,635
| -15% | -$992K | 0.3% | 71 |
|
|
2019
Q4 | $7.21M | Sell |
103,888
-1,917
| -2% | -$129K | 0.4% | 70 |
|
|
2019
Q3 | $6.9M | Sell |
105,805
-4,191
| -4% | -$270K | 0.39% | 72 |
|
|
2019
Q2 | $7.23M | Sell |
109,996
-6,777
| -6% | -$444K | 0.42% | 69 |
|
|
2019
Q1 | $7.57M | Sell |
116,773
-270,863
| -70% | -$17.1M | 0.46% | 69 |
|
|
2018
Q4 | $22.8M | Buy |
387,636
+287,553
| +287% | +$18M | 1.58% | 14 |
|
|
2018
Q3 | $6.8M | Sell |
100,083
-2,174
| -2% | -$147K | 0.4% | 83 |
|
|
2018
Q2 | $6.85M | Sell |
102,257
-6,193
| -6% | -$434K | 0.46% | 76 |
|
|
2018
Q1 | $7.56M | Sell |
108,450
-128,002
| -54% | -$9.13M | 0.52% | 73 |
|
|
2017
Q4 | $16.6M | Sell |
236,452
-1,136
| -0.5% | -$79K | 1.11% | 25 |
|
|
2017
Q3 | $16.3M | Sell |
237,588
-3,460
| -1% | -$231K | 1.16% | 19 |
|
|
2017
Q2 | $15.7M | Buy |
241,048
+18,010
| +8% | +$1.17M | 1.13% | 18 |
|
|
2017
Q1 | $13.9M | Sell |
223,038
-2,499
| -1% | -$151K | 1.03% | 21 |
|
|
2016
Q4 | $13M | Sell |
225,537
-25,993
| -10% | -$1.5M | 1.03% | 20 |
|
|
2016
Q3 | $14.9M | Sell |
251,530
-7,394
| -3% | -$429K | 1.21% | 15 |
|
|
2016
Q2 | $14.5M | Buy |
258,924
+233,251
| +909% | +$13.4M | 1.18% | 17 |
|
|
2016
Q1 | $1.47M | Buy |
25,673
+207
| +0.8% | +$11.4K | 0.22% | 108 |
|
|
2015
Q4 | $1.5M | Buy |
25,466
+4,820
| +23% | +$290K | 0.21% | 109 |
|
|
2015
Q3 | $1.18M | Buy |
20,646
+453
| +2% | +$28K | 0.17% | 128 |
|
|
2015
Q2 | $1.28M | Buy |
20,193
+149
| +0.7% | +$9.92K | 0.16% | 136 |
|
|
2015
Q1 | $1.29M | Sell |
20,044
-3,350
| -14% | -$211K | 0.16% | 129 |
|
|
2014
Q4 | $1.42M | Buy |
23,394
+4,557
| +24% | +$284K | 0.18% | 127 |
|
|
2014
Q3 | $1.21M | Buy |
18,837
+1,080
| +6% | +$72K | 0.16% | 136 |
|
|
2014
Q2 | $1.21M | Buy |
17,757
+2,874
| +19% | +$197K | 0.16% | 141 |
|
|
2014
Q1 | $1M | Buy |
14,883
+1,562
| +12% | +$103K | 0.13% | 144 |
|
|
2013
Q4 | $894K | Sell |
13,321
-613
| -4% | -$40K | 0.12% | 144 |
|
|
2013
Q3 | $889K | Sell |
13,934
-400
| -3% | -$24.5K | 0.13% | 139 |
|
|
2013
Q2 | $821K | Buy |
+14,334
| New | +$867K | 0.13% | 138 |
|
Other funds holding EFA
Boston Financial Management's EFA Position: Q4 2024 in Review
Boston Financial Management reduced its iShares MSCI EAFE ETF (EFA) stake by 1.6% in Q4 2024, selling an estimated $93.5K and leaving 73,323 shares worth $5.54M. The position accounts for 0.17% of the portfolio, ranked #95.
Boston Financial Management first reported a position in EFA in Q2 2013 and has held it in 47 quarters since. The position peaked at $22.8M in Q4 2018. 1,940 funds tracked by Wall St. Rank hold EFA as of Q4 2024.
- Boston Financial Management held 73,323 shares of iShares MSCI EAFE ETF worth $5.54M as of Q4 2024.
- Boston Financial Management sold 1,181 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $93.5K.
- iShares MSCI EAFE ETF made up 0.17% of Boston Financial Management's portfolio in Q4 2024, its #95 holding.
- Boston Financial Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 47 quarters since.
- Boston Financial Management's iShares MSCI EAFE ETF position peaked at $22.8M in Q4 2018.
- 1,940 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.
Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.