Copperwynd Financial’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 | $4.7M | Buy |
52,530
+33,225
| +172% | +$2.97M | 1.17% | 20 |
|
|
2025
Q1 | $1.58M | Buy |
+19,305
| New | +$1.58M | 0.44% | 40 |
|
|
2024
Q4 | – | Sell |
-16,909
| Closed | -$1.41M | – | 141 |
|
|
2024
Q3 | $1.41M | Buy |
+16,909
| New | +$1.41M | 0.43% | 39 |
|
|
2023
Q3 | – | Sell |
-16,292
| Closed | -$1.18M | – | 133 |
|
|
2023
Q2 | $1.18M | Sell |
16,292
-146,267
| -90% | -$10.6M | 0.55% | 39 |
|
|
2023
Q1 | $11.6M | Buy |
162,559
+138,536
| +577% | +$9.91M | 5.94% | 4 |
|
|
2022
Q4 | $1.58M | Buy |
+24,023
| New | +$1.58M | 0.89% | 27 |
|
|
2021
Q2 | – | Sell |
-34,491
| Closed | -$2.62M | – | 122 |
|
|
2021
Q1 | $2.62M | Buy |
34,491
+87
| +0.3% | +$6.6K | 1.18% | 18 |
|
|
2020
Q4 | $2.51M | Buy |
+34,404
| New | +$2.51M | 1.21% | 17 |
|
|
2020
Q1 | – | Sell |
-67,819
| Closed | -$4.71M | – | 91 |
|
|
2019
Q4 | $4.71M | Sell |
67,819
-21,963
| -24% | -$1.52M | 2.49% | 13 |
|
|
2019
Q3 | $6.14M | Buy |
+89,782
| New | +$6.14M | 3.49% | 12 |
|