Exchange Bank’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 | $734K | Sell |
8,207
-729
| -8% | -$65.2K | 0.58% | 51 |
|
|
2025
Q1 | $730K | Hold |
8,936
| – | – | 0.59% | 52 |
|
|
2024
Q4 | $676K | Buy |
8,936
+1,079
| +14% | +$81.6K | 0.54% | 52 |
|
|
2024
Q3 | $657K | Hold |
7,857
| – | – | 0.54% | 54 |
|
|
2024
Q2 | $615K | Buy |
7,857
+373
| +5% | +$29.2K | 0.52% | 54 |
|
|
2024
Q1 | $598K | Sell |
7,484
-308
| -4% | -$24.6K | 0.49% | 56 |
|
|
2023
Q4 | $587K | Buy |
7,792
+687
| +10% | +$51.8K | 0.51% | 56 |
|
|
2023
Q3 | $490K | Sell |
7,105
-319
| -4% | -$22K | 0.47% | 56 |
|
|
2023
Q2 | $538K | Buy |
+7,424
| New | +$538K | 0.52% | 54 |
|