Great Diamond Partners’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 | $546K | Buy |
+6,107
| New | +$546K | 0.12% | 143 |
|
|
2023
Q1 | – | Sell |
-5,954
| Closed | -$391K | – | 218 |
|
|
2022
Q4 | $391K | Sell |
5,954
-26,412
| -82% | -$1.73M | 0.12% | 139 |
|
|
2022
Q3 | $1.81M | Sell |
32,366
-738
| -2% | -$41.3K | 0.62% | 45 |
|
|
2022
Q2 | $2.07M | Sell |
33,104
-7,277
| -18% | -$455K | 0.69% | 41 |
|
|
2022
Q1 | $2.97M | Buy |
40,381
+571
| +1% | +$42K | 0.83% | 35 |
|
|
2021
Q4 | $3.13M | Buy |
39,810
+2,489
| +7% | +$196K | 0.81% | 38 |
|
|
2021
Q3 | $2.91M | Buy |
37,321
+11,617
| +45% | +$906K | 0.8% | 39 |
|
|
2021
Q2 | $2.03M | Buy |
25,704
+1,077
| +4% | +$84.9K | 0.57% | 51 |
|
|
2021
Q1 | $1.87M | Sell |
24,627
-66
| -0.3% | -$5.01K | 0.57% | 51 |
|
|
2020
Q4 | $1.8M | Sell |
24,693
-249
| -1% | -$18.2K | 0.57% | 48 |
|
|
2020
Q3 | $1.59M | Buy |
24,942
+272
| +1% | +$17.3K | 0.58% | 47 |
|
|
2020
Q2 | $1.5M | Sell |
24,670
-205
| -0.8% | -$12.5K | 0.62% | 42 |
|
|
2020
Q1 | $1.33M | Sell |
24,875
-7,346
| -23% | -$392K | 0.68% | 39 |
|
|
2019
Q4 | $2.24M | Buy |
+32,221
| New | +$2.24M | 0.85% | 30 |
|