DHK Financial 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 | $336K | Sell |
3,764
-31,638
| -89% | -$2.83M | 0.19% | 78 |
|
|
2025
Q1 | $2.89M | Sell |
35,402
-374
| -1% | -$30.6K | 1.59% | 8 |
|
|
2024
Q4 | $2.71M | Sell |
35,776
-1,193
| -3% | -$90.2K | 1.64% | 10 |
|
|
2024
Q3 | $3.09M | Buy |
36,969
+29,580
| +400% | +$2.47M | 1.9% | 10 |
|
|
2024
Q2 | $579K | Sell |
7,389
-2,563
| -26% | -$201K | 0.4% | 43 |
|
|
2024
Q1 | $795K | Buy |
+9,952
| New | +$795K | 0.56% | 47 |
|
|
2022
Q3 | – | Sell |
-6,954
| Closed | -$435K | – | 33 |
|
|
2022
Q2 | $435K | Buy |
6,954
+165
| +2% | +$10.3K | 0.42% | 33 |
|
|
2022
Q1 | $500K | Buy |
6,789
+14
| +0.2% | +$1.03K | 0.42% | 31 |
|
|
2021
Q4 | $534K | Buy |
+6,775
| New | +$534K | 0.5% | 29 |
|