Callan Family Office’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 | $7.18M | Buy |
80,332
+17,347
| +28% | +$1.55M | 0.23% | 99 |
|
|
2025
Q1 | $5.15M | Sell |
62,985
-2,201
| -3% | -$180K | 0.39% | 58 |
|
|
2024
Q4 | $4.93M | Sell |
65,186
-14,358
| -18% | -$1.09M | 0.31% | 61 |
|
|
2024
Q3 | $6.65M | Sell |
79,544
-130,446
| -62% | -$10.9M | 1.12% | 20 |
|
|
2024
Q2 | $16.4M | Sell |
209,990
-14,292
| -6% | -$1.12M | 3.16% | 6 |
|
|
2024
Q1 | $17.9M | Buy |
224,282
+6,781
| +3% | +$542K | 4.2% | 6 |
|
|
2023
Q4 | $16.4M | Sell |
217,501
-38,845
| -15% | -$2.93M | 4.05% | 6 |
|
|
2023
Q3 | $17.7M | Sell |
256,346
-16,295
| -6% | -$1.12M | 4.7% | 6 |
|
|
2023
Q2 | $19.8M | Sell |
272,641
-1,159
| -0.4% | -$84K | 5.21% | 6 |
|
|
2023
Q1 | $19.6M | Buy |
273,800
+224,311
| +453% | +$16M | 4.75% | 6 |
|
|
2022
Q4 | $3.25M | Buy |
+49,489
| New | +$3.25M | 1.05% | 22 |
|