Centerpoint Advisors’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 | $759K | Hold |
8,490
| – | – | 0.26% | 40 |
|
|
2025
Q1 | $694K | Sell |
8,490
-255
| -3% | -$20.8K | 0.26% | 42 |
|
|
2024
Q4 | $661K | Sell |
8,745
-630
| -7% | -$47.6K | 0.23% | 45 |
|
|
2024
Q3 | $784K | Hold |
9,375
| – | – | 0.27% | 43 |
|
|
2024
Q2 | $734K | Buy |
9,375
+9,120
| +3,576% | +$714K | 0.26% | 42 |
|
|
2024
Q1 | $20K | Hold |
255
| – | – | 0.01% | 242 |
|
|
2023
Q4 | $19K | Hold |
255
| – | – | 0.01% | 247 |
|
|
2023
Q3 | $18K | Buy |
+255
| New | +$18K | 0.01% | 243 |
|