Financial Strategies Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,487
| Closed | -$218K | – | 82 |
|
|
2022
Q2 | $218K | Sell |
3,487
-1,128
| -24% | -$70.5K | 0.09% | 82 |
|
|
2022
Q1 | $340K | Sell |
4,615
-1,769
| -28% | -$130K | 0.14% | 66 |
|
|
2021
Q4 | $502K | Buy |
6,384
+1,873
| +42% | +$147K | 0.2% | 54 |
|
|
2021
Q3 | $352K | Sell |
4,511
-144
| -3% | -$11.2K | 0.16% | 60 |
|
|
2021
Q2 | $367K | Buy |
4,655
+20
| +0.4% | +$1.58K | 0.17% | 54 |
|
|
2021
Q1 | $352K | Sell |
4,635
-150
| -3% | -$11.4K | 0.18% | 49 |
|
|
2020
Q4 | $349K | Sell |
4,785
-529
| -10% | -$38.6K | 0.19% | 43 |
|
|
2020
Q3 | $338K | Buy |
+5,314
| New | +$338K | 0.23% | 39 |
|