FHC
First Heartland Consultants’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4M | Buy |
38,018
+9,224
| +32% | +$825K | 0.3% | 77 |
|
|
2025
Q1 | $2.35M | Sell |
28,794
-3,572
| -11% | -$292K | 0.24% | 90 |
|
|
2024
Q4 | $2.44M | Sell |
32,366
-12,788
| -28% | -$964K | 0.25% | 88 |
|
|
2024
Q3 | $3.78M | Sell |
45,154
-68,502
| -60% | -$5.73M | 0.41% | 53 |
|
|
2024
Q2 | $8.9K | Buy |
113,656
+15,048
| +15% | +$1.18K | 0.62% | 33 |
|
|
2024
Q1 | $7.88M | Buy |
98,608
+77,783
| +374% | +$6.21M | 0.82% | 34 |
|
|
2023
Q4 | $1.57M | Sell |
20,825
-14,511
| -41% | -$1.09M | 0.19% | 112 |
|
|
2023
Q3 | $2.44M | Sell |
35,336
-23,644
| -40% | -$1.63M | 0.31% | 80 |
|
|
2023
Q2 | $4.28M | Buy |
58,980
+12,583
| +27% | +$912K | 0.55% | 47 |
|
|
2023
Q1 | $3.32M | Buy |
+46,397
| New | +$3.32M | 0.5% | 55 |
|
|
2020
Q1 | – | Sell |
-4,611
| Closed | -$320K | – | 261 |
|
|
2019
Q4 | $320K | Buy |
+4,611
| New | +$320K | 0.06% | 224 |
|
|
2019
Q1 | – | Sell |
-3,912
| Closed | -$230K | – | 276 |
|
|
2018
Q4 | $230K | Sell |
3,912
-7,906
| -67% | -$465K | 0.09% | 205 |
|
|
2018
Q3 | $803K | Sell |
11,818
-1,761
| -13% | -$120K | 0.25% | 90 |
|
|
2018
Q2 | $909K | Sell |
13,579
-18,111
| -57% | -$1.21M | 0.32% | 80 |
|
|
2018
Q1 | $2.21M | Sell |
31,690
-67,786
| -68% | -$4.72M | 0.66% | 47 |
|
|
2017
Q4 | $6.99M | Sell |
99,476
-3,375
| -3% | -$237K | 2.1% | 4 |
|
|
2017
Q3 | $7.04M | Buy |
102,851
+3,700
| +4% | +$253K | 1.71% | 8 |
|
|
2017
Q2 | $6.47M | Buy |
99,151
+85,017
| +602% | +$5.54M | 1.68% | 8 |
|
|
2017
Q1 | $880K | Buy |
14,134
+182
| +1% | +$11.3K | 0.25% | 113 |
|
|
2016
Q4 | $805K | Sell |
13,952
-595
| -4% | -$34.3K | 0.24% | 112 |
|
|
2016
Q3 | $860K | Buy |
14,547
+1,951
| +15% | +$115K | 0.25% | 111 |
|
|
2016
Q2 | $703 | Sell |
12,596
-163
| -1% | -$9 | 0.08% | 116 |
|
|
2016
Q1 | $729K | Sell |
12,759
-7,296
| -36% | -$417K | 0.28% | 95 |
|
|
2015
Q4 | $1.18M | Sell |
20,055
-13,032
| -39% | -$765K | 0.45% | 57 |
|
|
2015
Q3 | $1.9M | Sell |
33,087
-41,975
| -56% | -$2.41M | 0.79% | 25 |
|
|
2015
Q2 | $4.77K | Buy |
75,062
+55,999
| +294% | +$3.56K | 1.3% | 13 |
|
|
2015
Q1 | $1.22M | Sell |
19,063
-2,123
| -10% | -$136K | 0.47% | 54 |
|
|
2014
Q4 | $1.29M | Buy |
21,186
+736
| +4% | +$44.8K | 0.53% | 48 |
|
|
2014
Q3 | $1.31M | Sell |
20,450
-7,488
| -27% | -$480K | 0.58% | 48 |
|
|
2014
Q2 | $1.91M | Sell |
27,938
-12,142
| -30% | -$830K | 0.86% | 28 |
|
|
2014
Q1 | $2.69M | Sell |
40,080
-58,409
| -59% | -$3.92M | 1.33% | 16 |
|
|
2013
Q4 | $6.61M | Buy |
98,489
+19,285
| +24% | +$1.29M | 3.72% | 3 |
|
|
2013
Q3 | $5.08M | Buy |
79,204
+14,740
| +23% | +$945K | 3.07% | 2 |
|
|
2013
Q2 | $3.87M | Buy |
+64,464
| New | +$3.87M | 2.24% | 4 |
|