Fullen Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $1.22M | Sell |
16,562
-252
| -1% | -$18.6K | 0.66% | 25 |
|
2022
Q4 | $1.2M | Buy |
16,814
+36
| +0.2% | +$2.58K | 0.68% | 25 |
|
2022
Q3 | $995K | Hold |
16,778
| – | – | 0.63% | 26 |
|
2022
Q2 | $1.05M | Buy |
16,778
+205
| +1% | +$12.8K | 0.68% | 27 |
|
2022
Q1 | $1.22M | Sell |
16,573
-93
| -0.6% | -$6.85K | 0.71% | 25 |
|
2021
Q4 | $1.31M | Buy |
16,666
+150
| +0.9% | +$11.8K | 0.73% | 25 |
|
2021
Q3 | $1.27M | Hold |
16,516
| – | – | 0.72% | 26 |
|
2021
Q2 | $1.3M | Buy |
16,516
+114
| +0.7% | +$8.99K | 0.77% | 26 |
|
2021
Q1 | $1.24M | Sell |
16,402
-394
| -2% | -$29.9K | 0.8% | 26 |
|
2020
Q4 | $1.23M | Buy |
16,796
+42
| +0.3% | +$3.06K | 0.83% | 27 |
|
2020
Q3 | $1.07M | Hold |
16,754
| – | – | 0.81% | 27 |
|
2020
Q2 | $1.02M | Buy |
+16,754
| New | +$1.02M | 0.85% | 26 |
|