FPTW

Franklin, Parlapiano, Turner & Welch’s iShares MSCI EAFE ETF EFA Stock Holding History

Franklin, Parlapiano, Turner & Welch’s Portfolio EFA Stock Details EFA Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.28M	Hold	14,369	–	–	0.34%	33
2025 Q1	$1.17M	Hold	14,369	–	–	0.32%	33
2024 Q4	$1.09M	Sell	14,369 -14	-0.1%	-$1.06K	0.29%	33
2024 Q3	$1.2M	Sell	14,383 -510	-3%	-$42.7K	0.31%	33
2024 Q2	$1.17M	Hold	14,893	–	–	0.32%	33
2024 Q1	$1.19M	Hold	14,893	–	–	0.33%	33
2023 Q4	$1.12M	Sell	14,893 -95	-0.6%	-$7.16K	0.32%	33
2023 Q3	$1.03M	Hold	14,988	–	–	0.32%	33
2023 Q2	$1.09M	Hold	14,988	–	–	0.32%	33
2023 Q1	$1.07M	Hold	14,988	–	–	0.34%	33
2022 Q4	$984K	Buy	14,988 +3,804	+34%	+$250K	0.32%	33
2022 Q3	$626K	Hold	11,184	–	–	0.22%	33
2022 Q2	$699K	Sell	11,184 -448	-4%	-$28K	0.24%	33
2022 Q1	$856K	Hold	11,632	–	–	0.25%	33
2021 Q4	$915K	Hold	11,632	–	–	0.26%	33
2021 Q3	$907K	Hold	11,632	–	–	0.28%	33
2021 Q2	$918K	Sell	11,632 -1,000	-8%	-$78.9K	0.28%	33
2021 Q1	$958K	Hold	12,632	–	–	0.32%	33
2020 Q4	$922K	Sell	12,632 -1,290	-9%	-$94.2K	0.33%	33
2020 Q3	$886K	Sell	13,922 -441	-3%	-$28.1K	0.36%	33
2020 Q2	$874K	Sell	14,363 -495	-3%	-$30.1K	0.36%	33
2020 Q1	$794K	Hold	14,858	–	–	0.36%	35
2019 Q4	$1.03M	Sell	14,858 -1,271	-8%	-$88.3K	0.39%	34
2019 Q3	$1.05M	Sell	16,129 -489	-3%	-$31.9K	0.41%	33
2019 Q2	$1.09M	Sell	16,618 -1,432	-8%	-$94.1K	0.43%	33
2019 Q1	$1.17M	Sell	18,050 -26	-0.1%	-$1.69K	0.46%	32
2018 Q4	$1.06M	Hold	18,076	–	–	0.47%	32
2018 Q3	$1.23M	Sell	18,076 -580	-3%	-$39.4K	0.49%	32
2018 Q2	$1.25M	Sell	18,656 -1,762	-9%	-$118K	0.51%	32
2018 Q1	$1.42M	Hold	20,418	–	–	0.61%	32
2017 Q4	$1.44M	Sell	20,418 -3,255	-14%	-$229K	0.59%	32
2017 Q3	$1.62M	Sell	23,673 -1,882	-7%	-$129K	0.7%	30
2017 Q2	$1.67M	Sell	25,555 -3,852	-13%	-$251K	0.76%	30
2017 Q1	$1.83M	Sell	29,407 -1,661	-5%	-$103K	0.85%	29
2016 Q4	$1.79M	Sell	31,068 -1,000	-3%	-$57.7K	0.89%	30
2016 Q3	$1.9M	Sell	32,068 -2,684	-8%	-$159K	0.96%	30
2016 Q2	$1.94M	Sell	34,752 -5,970	-15%	-$333K	1.03%	29
2016 Q1	$2.33M	Sell	40,722 -5,866	-13%	-$335K	1.28%	29
2015 Q4	$2.74M	Sell	46,588 -1,899	-4%	-$112K	1.62%	24
2015 Q3	$2.78M	Sell	48,487 -4,681	-9%	-$268K	1.83%	21
2015 Q2	$3.38M	Sell	53,168 -1,306	-2%	-$82.9K	2.23%	11
2015 Q1	$3.5M	Buy	54,474 +505	+0.9%	+$32.4K	2.35%	10
2014 Q4	$3.28M	Buy	53,969 +3,630	+7%	+$221K	2.2%	12
2014 Q3	$3.23M	Sell	50,339 -2,445	-5%	-$157K	2.31%	10
2014 Q2	$3.61M	Sell	52,784 -1,295	-2%	-$88.5K	2.58%	7
2014 Q1	$3.63M	Sell	54,079 -7,414	-12%	-$498K	2.63%	7
2013 Q4	$4.13M	Sell	61,493 -5,780	-9%	-$388K	2.85%	6
2013 Q3	$4.29M	Sell	67,273 -55	-0.1%	-$3.51K	3.15%	6
2013 Q2	$3.86M	Buy	+67,328	New	+$3.86M	3.29%	6