Godshalk Welsh 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
Q2 | $358K | Hold |
4,000
| – | – | 0.22% | 100 |
|
|
2025
Q1 | $327K | Hold |
4,000
| – | – | 0.21% | 100 |
|
|
2024
Q4 | $302K | Hold |
4,000
| – | – | 0.2% | 101 |
|
|
2024
Q3 | $335K | Buy |
4,000
+200
| +5% | +$16.7K | 0.21% | 99 |
|
|
2024
Q2 | $298K | Hold |
3,800
| – | – | 0.2% | 103 |
|
|
2024
Q1 | $303K | Buy |
3,800
+1,000
| +36% | +$79.9K | 0.2% | 99 |
|
|
2023
Q4 | $211K | Buy |
+2,800
| New | +$211K | 0.15% | 114 |
|
|
2022
Q3 | – | Sell |
-3,400
| Closed | -$212K | – | 118 |
|
|
2022
Q2 | $212K | Hold |
3,400
| – | – | 0.15% | 114 |
|
|
2022
Q1 | $250K | Hold |
3,400
| – | – | 0.15% | 112 |
|
|
2021
Q4 | $268K | Hold |
3,400
| – | – | 0.15% | 110 |
|
|
2021
Q3 | $265K | Hold |
3,400
| – | – | 0.17% | 105 |
|
|
2021
Q2 | $267K | Buy |
3,400
+150
| +5% | +$11.8K | 0.17% | 108 |
|
|
2021
Q1 | $247K | Hold |
3,250
| – | – | 0.17% | 107 |
|
|
2020
Q4 | $237K | Hold |
3,250
| – | – | 0.17% | 105 |
|
|
2020
Q3 | $207K | Buy |
+3,250
| New | +$207K | 0.17% | 103 |
|
|
2020
Q1 | – | Sell |
-4,750
| Closed | -$330K | – | 103 |
|
|
2019
Q4 | $330K | Buy |
4,750
+250
| +6% | +$17.4K | 0.27% | 91 |
|
|
2019
Q3 | $293K | Hold |
4,500
| – | – | 0.26% | 93 |
|
|
2019
Q2 | $296K | Buy |
4,500
+750
| +20% | +$49.3K | 0.27% | 92 |
|
|
2019
Q1 | $243K | Buy |
+3,750
| New | +$243K | 0.23% | 94 |
|