Cohen Klingenstein’s iShares MSCI EAFE ETF EFA Stock Holding History

Cohen Klingenstein’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$384K	Hold	4,300	–	–	0.01%	190
2025 Q1	$351K	Hold	4,300	–	–	0.01%	195
2024 Q4	$325K	Hold	4,300	–	–	0.01%	199
2024 Q3	$360K	Hold	4,300	–	–	0.01%	209
2024 Q2	$337K	Hold	4,300	–	–	0.01%	211
2024 Q1	$343K	Hold	4,300	–	–	0.01%	211
2023 Q4	$324K	Hold	4,300	–	–	0.01%	210
2023 Q3	$296K	Hold	4,300	–	–	0.01%	210
2023 Q2	$312K	Hold	4,300	–	–	0.01%	210
2023 Q1	$308K	Hold	4,300	–	–	0.01%	209
2022 Q4	$282K	Hold	4,300	–	–	0.01%	212
2022 Q3	$241K	Hold	4,300	–	–	0.01%	217
2022 Q2	$269K	Hold	4,300	–	–	0.01%	215
2022 Q1	$316K	Hold	4,300	–	–	0.01%	214
2021 Q4	$338K	Hold	4,300	–	–	0.01%	212
2021 Q3	$335K	Hold	4,300	–	–	0.01%	229
2021 Q2	$339K	Hold	4,300	–	–	0.01%	227
2021 Q1	$326K	Hold	4,300	–	–	0.02%	228
2020 Q4	$314K	Hold	4,300	–	–	0.02%	226
2020 Q3	$274K	Hold	4,300	–	–	0.02%	220
2020 Q2	$262K	Hold	4,300	–	–	0.02%	224
2020 Q1	$230K	Hold	4,300	–	–	0.02%	223
2019 Q4	$299K	Hold	4,300	–	–	0.02%	227
2019 Q3	$280K	Hold	4,300	–	–	0.02%	228
2019 Q2	$283K	Hold	4,300	–	–	0.02%	201
2019 Q1	$279K	Hold	4,300	–	–	0.02%	177
2018 Q4	$253K	Hold	4,300	–	–	0.04%	152
2018 Q3	$292K	Hold	4,300	–	–	0.04%	155
2018 Q2	$288K	Hold	4,300	–	–	0.04%	154
2018 Q1	$300K	Hold	4,300	–	–	0.04%	150
2017 Q4	$302K	Hold	4,300	–	–	0.04%	150
2017 Q3	$294K	Hold	4,300	–	–	0.04%	149
2017 Q2	$280K	Hold	4,300	–	–	0.04%	151
2017 Q1	$268K	Hold	4,300	–	–	0.04%	150
2016 Q4	$248K	Hold	4,300	–	–	0.04%	151
2016 Q3	$254K	Hold	4,300	–	–	0.04%	153
2016 Q2	$240K	Hold	4,300	–	–	0.04%	152
2016 Q1	$246K	Hold	4,300	–	–	0.05%	152
2015 Q4	$252K	Hold	4,300	–	–	0.05%	149
2015 Q3	$246K	Hold	4,300	–	–	0.05%	146
2015 Q2	$273K	Hold	4,300	–	–	0.05%	147
2015 Q1	$276K	Hold	4,300	–	–	0.05%	146
2014 Q4	$262K	Hold	4,300	–	–	0.05%	148
2014 Q3	$276K	Hold	4,300	–	–	0.05%	149
2014 Q2	$294K	Hold	4,300	–	–	0.06%	147
2014 Q1	$289K	Hold	4,300	–	–	0.06%	147
2013 Q4	$289K	Hold	4,300	–	–	0.06%	147
2013 Q3	$274K	Hold	4,300	–	–	0.06%	145
2013 Q2	$246K	Buy	+4,300	New	+$246K	0.06%	148