IFAM
Institutional & Family Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $10.1M | Buy |
129,338
+123,580
| +2,146% | +$9.68M | 1.55% | 14 |
|
|
2024
Q1 | $460K | Sell |
5,758
-134,472
| -96% | -$10.7M | 0.07% | 116 |
|
|
2023
Q4 | $10.6M | Buy |
140,230
+605
| +0.4% | +$45.6K | 1.74% | 9 |
|
|
2023
Q3 | $9.62M | Buy |
139,625
+155
| +0.1% | +$10.7K | 1.57% | 10 |
|
|
2023
Q2 | $10.1M | Buy |
139,470
+127,713
| +1,086% | +$9.26M | 1.64% | 10 |
|
|
2023
Q1 | $841K | Sell |
11,757
-153,862
| -93% | -$11M | 0.14% | 102 |
|
|
2022
Q4 | $10.9M | Buy |
165,619
+24,013
| +17% | +$1.58M | 1.8% | 8 |
|
|
2022
Q3 | $7.93M | Sell |
141,606
-414
| -0.3% | -$23.2K | 1.41% | 12 |
|
|
2022
Q2 | $8.88M | Buy |
142,020
+811
| +0.6% | +$50.7K | 1.53% | 11 |
|
|
2022
Q1 | $10.4M | Buy |
141,209
+6,582
| +5% | +$484K | 1.63% | 11 |
|
|
2021
Q4 | $10.6M | Sell |
134,627
-7,890
| -6% | -$621K | 1.65% | 11 |
|
|
2021
Q3 | $11.1M | Buy |
142,517
+4,464
| +3% | +$348K | 1.78% | 10 |
|
|
2021
Q2 | $10.9M | Buy |
138,053
+11,091
| +9% | +$875K | 1.8% | 10 |
|
|
2021
Q1 | $9.63M | Sell |
126,962
-2,011
| -2% | -$153K | 1.86% | 8 |
|
|
2020
Q4 | $9.41M | Buy |
128,973
+8,123
| +7% | +$593K | 1.98% | 9 |
|
|
2020
Q3 | $7.69M | Buy |
120,850
+5,859
| +5% | +$373K | 1.79% | 8 |
|
|
2020
Q2 | $7M | Sell |
114,991
-7,524
| -6% | -$458K | 1.45% | 12 |
|
|
2020
Q1 | $6.55M | Buy |
122,515
+9,284
| +8% | +$496K | 1.51% | 9 |
|
|
2019
Q4 | $7.86M | Sell |
113,231
-5,862
| -5% | -$407K | 1.66% | 11 |
|
|
2019
Q3 | $7.77M | Buy |
119,093
+5,520
| +5% | +$360K | 1.7% | 9 |
|
|
2019
Q2 | $7.47M | Sell |
113,573
-1,773
| -2% | -$117K | 1.61% | 10 |
|
|
2019
Q1 | $7.48M | Buy |
115,346
+1,325
| +1% | +$85.9K | 1.57% | 11 |
|
|
2018
Q4 | $6.7M | Sell |
114,021
-17,654
| -13% | -$1.04M | 1.5% | 11 |
|
|
2018
Q3 | $8.95M | Sell |
131,675
-1,120
| -0.8% | -$76.2K | 1.77% | 10 |
|
|
2018
Q2 | $8.89M | Buy |
132,795
+914
| +0.7% | +$61.2K | 1.85% | 9 |
|
|
2018
Q1 | $9.19M | Buy |
131,881
+91,877
| +230% | +$6.4M | 1.94% | 7 |
|
|
2017
Q4 | $2.81M | Sell |
40,004
-123,661
| -76% | -$8.7M | 0.54% | 64 |
|
|
2017
Q3 | $11.2M | Buy |
163,665
+155,658
| +1,944% | +$10.7M | 2.25% | 5 |
|
|
2017
Q2 | $522K | Sell |
8,007
-188,677
| -96% | -$12.3M | 0.13% | 91 |
|
|
2017
Q1 | $12.3M | Sell |
196,684
-6,629
| -3% | -$413K | 3.81% | 3 |
|
|
2016
Q4 | $11.7M | Buy |
203,313
+40,702
| +25% | +$2.35M | 3.7% | 3 |
|
|
2016
Q3 | $9.62M | Buy |
162,611
+9,254
| +6% | +$547K | 3.2% | 4 |
|
|
2016
Q2 | $8.56M | Buy |
153,357
+957
| +0.6% | +$53.4K | 2.98% | 5 |
|
|
2016
Q1 | $8.95M | Sell |
152,400
-432
| -0.3% | -$25.4K | 3.35% | 4 |
|
|
2015
Q4 | $8.97M | Buy |
+152,832
| New | +$8.97M | 3.35% | 4 |
|