Founders Financial Securities’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 | $544K | Sell |
6,083
-452
| -7% | -$40.4K | 0.04% | 327 |
|
|
2025
Q1 | $553K | Buy |
+6,535
| New | +$553K | 0.05% | 300 |
|
|
2024
Q3 | – | Sell |
-6,698
| Closed | -$525K | – | 443 |
|
|
2024
Q2 | $525K | Buy |
+6,698
| New | +$525K | 0.05% | 278 |
|
|
2017
Q3 | – | Sell |
-127,733
| Closed | -$8.33M | – | 93 |
|
|
2017
Q2 | $8.33M | Buy |
127,733
+52,468
| +70% | +$3.42M | 3.17% | 10 |
|
|
2017
Q1 | $4.69M | Sell |
75,265
-232,635
| -76% | -$14.5M | 1.78% | 16 |
|
|
2016
Q4 | $17.8M | Buy |
+307,900
| New | +$17.8M | 7.39% | 3 |
|
|
2015
Q4 | – | Sell |
-237,151
| Closed | -$13.6M | – | 71 |
|
|
2015
Q3 | $13.6M | Buy |
+237,151
| New | +$13.6M | 6.73% | 2 |
|
|
2015
Q1 | – | Sell |
-106,211
| Closed | -$6.46M | – | 80 |
|
|
2014
Q4 | $6.46M | Buy |
106,211
+14,909
| +16% | +$907K | 3.86% | 5 |
|
|
2014
Q3 | $5.85M | Buy |
91,302
+10,275
| +13% | +$659K | 3.77% | 8 |
|
|
2014
Q2 | $5.54M | Buy |
81,027
+14,097
| +21% | +$964K | 3.72% | 7 |
|
|
2014
Q1 | $4.5K | Sell |
66,930
-4,781
| -7% | -$321 | 3.01% | 9 |
|
|
2013
Q4 | $4.81M | Buy |
+71,711
| New | +$4.81M | 4.04% | 5 |
|