Cape Investment Advisory’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 | $10.5K | Hold |
117
| – | – | ﹤0.01% | 627 |
|
2025
Q1 | $9.56K | Hold |
117
| – | – | ﹤0.01% | 614 |
|
2024
Q4 | $8.85K | Hold |
117
| – | – | ﹤0.01% | 611 |
|
2024
Q3 | $9.79K | Hold |
117
| – | – | ﹤0.01% | 572 |
|
2024
Q2 | $9.17K | Hold |
117
| – | – | ﹤0.01% | 541 |
|
2024
Q1 | $9.34K | Hold |
117
| – | – | ﹤0.01% | 564 |
|
2023
Q4 | $8.82K | Sell |
117
-576
| -83% | -$43.4K | ﹤0.01% | 691 |
|
2023
Q3 | $47.8K | Hold |
693
| – | – | 0.03% | 299 |
|
2023
Q2 | $50.2K | Hold |
693
| – | – | 0.03% | 284 |
|
2023
Q1 | $49.6K | Buy |
+693
| New | +$49.6K | 0.03% | 268 |
|