Insigneo 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 | $1.37M | Sell |
15,318
-53
| -0.3% | -$4.74K | 0.12% | 152 |
|
2025
Q1 | $1.26M | Sell |
15,371
-1,754
| -10% | -$143K | 0.13% | 145 |
|
2024
Q4 | $1.29M | Buy |
17,125
+1,817
| +12% | +$137K | 0.13% | 142 |
|
2024
Q3 | $1.28M | Sell |
15,308
-2,184
| -12% | -$183K | 0.13% | 153 |
|
2024
Q2 | $1.32M | Sell |
17,492
-2,160
| -11% | -$163K | 0.15% | 138 |
|
2024
Q1 | $1.57M | Buy |
19,652
+9,001
| +85% | +$719K | 0.19% | 107 |
|
2023
Q4 | $803K | Buy |
+10,651
| New | +$803K | 0.11% | 172 |
|