Harbor Advisory Corp’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
$2.25M Hold
25,146
0.72% 35
2025
Q1
$2.06M Hold
25,146
0.69% 40
2024
Q4
$1.9M Hold
25,146
0.62% 44
2024
Q3
$2.1M Sell
25,146
-640
-2% -$53.5K 0.69% 43
2024
Q2
$2.02M Hold
25,786
0.7% 41
2024
Q1
$2.06M Hold
25,786
0.7% 45
2023
Q4
$1.94M Sell
25,786
-2,132
-8% -$161K 0.7% 44
2023
Q3
$1.92M Hold
27,918
0.7% 48
2023
Q2
$2.02M Hold
27,918
0.71% 48
2023
Q1
$2M Hold
27,918
0.76% 48
2022
Q4
$1.83M Buy
27,918
+2,711
+11% +$178K 0.75% 42
2022
Q3
$1.41M Hold
25,207
0.65% 43
2022
Q2
$1.58M Sell
25,207
-581
-2% -$36.3K 0.69% 43
2022
Q1
$1.9M Hold
25,788
0.76% 41
2021
Q4
$2.03M Hold
25,788
0.82% 40
2021
Q3
$2.01M Sell
25,788
-450
-2% -$35.1K 0.87% 39
2021
Q2
$2.07M Hold
26,238
0.93% 39
2021
Q1
$1.99M Buy
26,238
+12,691
+94% +$963K 0.79% 44
2020
Q4
$988K Buy
+13,547
New +$988K 0.52% 51