Eaton Financial Holdings’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
2024
Q1
Sell
-11,105
Closed -$837K 96
2023
Q4
$837K Sell
11,105
-2,107
-16% -$159K 0.2% 99
2023
Q3
$911K Buy
13,212
+3,410
+35% +$235K 0.24% 89
2023
Q2
$711K Buy
+9,802
New +$711K 0.54% 32