IAM Advisory’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 | $233K | Buy |
2,609
+45
| +2% | +$4.02K | 0.06% | 90 |
|
|
2025
Q1 | $210K | Buy |
+2,564
| New | +$210K | 0.05% | 98 |
|
|
2023
Q4 | – | Sell |
-3,320
| Closed | -$229K | – | 100 |
|
|
2023
Q3 | $229K | Sell |
3,320
-18,208
| -85% | -$1.25M | 0.08% | 85 |
|
|
2023
Q2 | $1.56M | Buy |
21,528
+1,679
| +8% | +$122K | 0.53% | 32 |
|
|
2023
Q1 | $1.42M | Buy |
+19,849
| New | +$1.42M | 0.49% | 31 |
|
|
2021
Q3 | – | Sell |
-9
| Closed | -$1K | – | 77 |
|
|
2021
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 42 |
|