Capital Bank & Trust’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
2021
Q3
Sell
-7,633
Closed -$602K 64
2021
Q2
$602K Sell
7,633
-7,148
-48% -$564K 0.01% 189
2021
Q1
$1.12M Sell
14,781
-7,833
-35% -$594K 0.01% 218
2020
Q4
$1.65M Buy
22,614
+15,298
+209% +$1.12M 0.02% 197
2020
Q3
$466K Sell
7,316
-1,605
-18% -$102K 0.01% 242
2020
Q2
$543K Sell
8,921
-35,454
-80% -$2.16M 0.01% 222
2020
Q1
$2.37M Buy
44,375
+25,482
+135% +$1.36M 0.04% 160
2019
Q4
$1.31M Buy
18,893
+3,064
+19% +$213K 0.02% 187
2019
Q3
$1.03M Buy
15,829
+1,510
+11% +$98.4K 0.01% 183
2019
Q2
$941K Buy
14,319
+1,940
+16% +$127K 0.01% 198
2019
Q1
$803K Sell
12,379
-295,965
-96% -$19.2M 0.01% 199
2018
Q4
$18.1M Buy
308,344
+302,607
+5,275% +$17.8M 0.26% 91
2018
Q3
$390K Sell
5,737
-945
-14% -$64.2K ﹤0.01% 239
2018
Q2
$447K Buy
6,682
+3,882
+139% +$260K 0.01% 229
2018
Q1
$195K Sell
2,800
-24,421
-90% -$1.7M ﹤0.01% 266
2017
Q4
$1.91M Buy
27,221
+19,007
+231% +$1.34M 0.03% 168
2017
Q3
$562K Buy
8,214
+7,325
+824% +$501K 0.01% 200
2017
Q2
$58K Buy
+889
New +$58K ﹤0.01% 348