CFS Investment Advisory Services’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 | $4.86M | Buy |
54,330
+5,718
| +12% | +$511K | 0.4% | 58 |
|
|
2025
Q1 | $3.97M | Sell |
48,612
-555
| -1% | -$45.4K | 0.35% | 62 |
|
|
2024
Q4 | $3.72M | Buy |
49,167
+18,645
| +61% | +$1.41M | 0.33% | 66 |
|
|
2024
Q3 | $2.55M | Hold |
30,522
| – | – | 0.21% | 87 |
|
|
2024
Q2 | $2.39M | Buy |
+30,522
| New | +$2.39M | 0.19% | 84 |
|
|
2023
Q3 | – | Sell |
-33,355
| Closed | -$2.42M | – | 175 |
|
|
2023
Q2 | $2.42M | Buy |
+33,355
| New | +$2.42M | 0.31% | 61 |
|
|
2022
Q4 | – | Sell |
-2,804,140
| Closed | -$735K | – | 162 |
|
|
2022
Q3 | $735K | Buy |
2,804,140
+2,761,927
| +6,543% | +$724K | 0.17% | 72 |
|
|
2022
Q2 | $2.64M | Sell |
42,213
-3,000,696
| -99% | -$188M | 0.4% | 47 |
|
|
2022
Q1 | $208K | Buy |
3,042,909
+2,998,092
| +6,690% | +$205K | 0.91% | 26 |
|
|
2021
Q4 | $3.4M | Sell |
44,817
-2,354
| -5% | -$178K | 0.46% | 45 |
|
|
2021
Q3 | $3.68M | Sell |
47,171
-64,630
| -58% | -$5.04M | 0.5% | 42 |
|
|
2021
Q2 | $8.82M | Buy |
+111,801
| New | +$8.82M | 8.04% | 5 |
|
|
2020
Q4 | $2.78M | Buy |
+38,087
| New | +$2.78M | 0.44% | 40 |
|