Family Asset Management’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
Q3 | $4.54M | Sell |
54,310
-2,146
| -4% | -$179K | 2.73% | 7 |
|
2024
Q2 | $4.42M | Sell |
56,456
-1,318
| -2% | -$103K | 2.85% | 7 |
|
2024
Q1 | $4.61M | Sell |
57,774
-154
| -0.3% | -$12.3K | 2.88% | 7 |
|
2023
Q4 | $4.36M | Sell |
57,928
-923
| -2% | -$69.5K | 2.91% | 7 |
|
2023
Q3 | $4.06M | Sell |
58,851
-524
| -0.9% | -$36.1K | 2.99% | 8 |
|
2023
Q2 | $4.3M | Sell |
59,375
-21
| -0% | -$1.52K | 2.91% | 9 |
|
2023
Q1 | $4.25M | Buy |
59,396
+3,636
| +7% | +$260K | 3.1% | 8 |
|
2022
Q4 | $3.66M | Buy |
+55,760
| New | +$3.66M | 3.04% | 10 |
|