Envestnet Portfolio Solutions’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
$14.4M Buy
161,198
+2,405
+2% +$215K 0.05% 175
2025
Q1
$13M Sell
158,793
-52,130
-25% -$4.26M 0.05% 181
2024
Q4
$15.9M Sell
210,923
-105,943
-33% -$8.01M 0.05% 166
2024
Q3
$26.5M Sell
316,866
-15,926
-5% -$1.33M 0.09% 114
2024
Q2
$26.1M Buy
332,792
+198,672
+148% +$15.6M 0.09% 113
2024
Q1
$10.7M Sell
134,120
-140,593
-51% -$11.2M 0.04% 218
2023
Q4
$20.7M Buy
274,713
+199,813
+267% +$15.1M 0.09% 113
2023
Q3
$5.16M Buy
+74,900
New +$5.16M 0.02% 299