Clayton Financial Group’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 | – | Sell |
-9,886
| Closed | -$808K | – | 48 |
|
|
2025
Q1 | $808K | Sell |
9,886
-307
| -3% | -$25.1K | 0.3% | 51 |
|
|
2024
Q4 | $771K | Buy |
10,193
+123
| +1% | +$9.3K | 0.28% | 52 |
|
|
2024
Q3 | $842K | Buy |
10,070
+1,318
| +15% | +$110K | 0.32% | 50 |
|
|
2024
Q2 | $699K | Hold |
8,752
| – | – | 0.3% | 53 |
|
|
2024
Q1 | $699K | Buy |
+8,752
| New | +$699K | 0.32% | 51 |
|