Fogel Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,625
| Closed | -$501K | – | 46 |
|
|
2024
Q4 | $501K | Buy |
6,625
+345
| +5% | +$26.1K | 0.25% | 29 |
|
|
2024
Q3 | $525K | Buy |
6,280
+3,115
| +98% | +$261K | 0.27% | 30 |
|
|
2024
Q2 | $248K | Hold |
3,165
| – | – | 0.13% | 33 |
|
|
2024
Q1 | $250K | Buy |
3,165
+359
| +13% | +$28.3K | 0.15% | 31 |
|
|
2023
Q4 | $211K | Buy |
+2,806
| New | +$211K | 0.16% | 29 |
|