Capital Advisors Inc’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
2026
Q1
$299K Buy
2025
Q3
Sell
2025
Q2
$212K Buy
2022
Q1
Sell
2021
Q4
$869K Buy
2020
Q1
Sell
2019
Q4
$333K Buy
2019
Q3
$302K Hold
2019
Q2
$302K Buy
2019
Q1
Sell
2018
Q4
$390K Sell
2018
Q3
$710K Hold
2018
Q2
$699K Hold
2018
Q1
$728K Sell
2017
Q4
$747K Buy
2017
Q3
$715K Hold
2017
Q2
$681K Hold
2017
Q1
$651K Sell
2016
Q4
$1.09M Buy