IMA Advisory Services’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 | $6.86M | Buy |
76,736
+1,313
| +2% | +$117K | 0.74% | 28 |
|
|
2025
Q1 | $6.16M | Sell |
75,423
-2,178
| -3% | -$178K | 0.73% | 30 |
|
|
2024
Q4 | $5.87M | Buy |
+77,601
| New | +$5.87M | 0.71% | 30 |
|
|
2019
Q1 | – | Sell |
-125
| Closed | -$7K | – | 292 |
|
|
2018
Q4 | $7K | Hold |
125
| – | – | ﹤0.01% | 231 |
|
|
2018
Q3 | $8K | Sell |
125
-133
| -52% | -$8.51K | ﹤0.01% | 228 |
|
|
2018
Q2 | $17K | Buy |
+258
| New | +$17K | 0.01% | 224 |
|
|
2014
Q2 | – | Sell |
-3,400
| Closed | -$228K | – | 166 |
|
|
2014
Q1 | $228K | Sell |
3,400
-230
| -6% | -$15.4K | 0.11% | 146 |
|
|
2013
Q4 | $244K | Hold |
3,630
| – | – | 0.12% | 144 |
|
|
2013
Q3 | $232K | Buy |
+3,630
| New | +$232K | 0.11% | 144 |
|