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
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