Callan Capital’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
Q1 | $454K | Buy |
5,553
+1
| +0% | +$82 | 0.03% | 224 |
|
|
2024
Q4 | $420K | Buy |
5,552
+77
| +1% | +$5.82K | 0.03% | 207 |
|
|
2024
Q3 | $458K | Hold |
5,475
| – | – | 0.03% | 189 |
|
|
2024
Q2 | $429K | Sell |
5,475
-926
| -14% | -$72.5K | 0.04% | 182 |
|
|
2024
Q1 | $511K | Hold |
6,401
| – | – | 0.04% | 139 |
|
|
2023
Q4 | $482K | Sell |
6,401
-324
| -5% | -$24.4K | 0.05% | 125 |
|
|
2023
Q3 | $463K | Buy |
6,725
+1,412
| +27% | +$97.3K | 0.05% | 127 |
|
|
2023
Q2 | $385K | Buy |
+5,313
| New | +$385K | 0.04% | 124 |
|
|
2015
Q3 | – | Sell |
-3,468
| Closed | -$220K | – | 67 |
|
|
2015
Q2 | $220K | Sell |
3,468
-208
| -6% | -$13.2K | 0.05% | 62 |
|
|
2015
Q1 | $236K | Buy |
3,676
+11
| +0.3% | +$706 | 0.05% | 62 |
|
|
2014
Q4 | $223K | Buy |
+3,665
| New | +$223K | 0.05% | 67 |
|