Freedman Financial Associates’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
Q2 | – | Sell |
-5,432
| Closed | -$405K | – | 123 |
|
|
2022
Q1 | $405K | Buy |
5,432
+280
| +5% | +$20.9K | 0.28% | 43 |
|
|
2021
Q4 | $405K | Buy |
5,152
+600
| +13% | +$47.2K | 0.28% | 41 |
|
|
2021
Q3 | $355K | Buy |
4,552
+986
| +28% | +$76.9K | 0.26% | 43 |
|
|
2021
Q2 | $281K | Buy |
3,566
+550
| +18% | +$43.3K | 0.21% | 45 |
|
|
2021
Q1 | $229K | Hold |
3,016
| – | – | 0.19% | 53 |
|
|
2020
Q4 | $220K | Buy |
+3,016
| New | +$220K | 0.2% | 52 |
|