Helen Stephens 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Sell |
8,416
-60
| -0.7% | -$5.36K | 0.19% | 48 |
|
|
2025
Q1 | $693K | Hold |
8,476
| – | – | 0.2% | 49 |
|
|
2024
Q4 | $641K | Buy |
8,476
+111
| +1% | +$8.39K | 0.19% | 51 |
|
|
2024
Q3 | $700K | Buy |
8,365
+234
| +3% | +$19.6K | 0.21% | 53 |
|
|
2024
Q2 | $637K | Buy |
+8,131
| New | +$637K | 0.22% | 51 |
|
|
2022
Q1 | – | Sell |
-2,835
| Closed | -$223K | – | 63 |
|
|
2021
Q4 | $223K | Buy |
+2,835
| New | +$223K | 0.18% | 50 |
|