Investmark Advisory 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 | $527K | Buy |
5,893
+29
| +0.5% | +$2.59K | 0.25% | 70 |
|
|
2025
Q1 | $479K | Sell |
5,864
-250
| -4% | -$20.4K | 0.24% | 69 |
|
|
2024
Q4 | $462K | Buy |
6,114
+26
| +0.4% | +$1.97K | 0.23% | 72 |
|
|
2024
Q3 | $509K | Hold |
6,088
| – | – | 0.25% | 69 |
|
|
2024
Q2 | $477K | Buy |
6,088
+8
| +0.1% | +$627 | 0.25% | 68 |
|
|
2024
Q1 | $486K | Buy |
6,080
+219
| +4% | +$17.5K | 0.27% | 70 |
|
|
2023
Q4 | $442K | Sell |
5,861
-80
| -1% | -$6.03K | 0.26% | 72 |
|
|
2023
Q3 | $409K | Buy |
5,941
+144
| +2% | +$9.92K | 0.28% | 67 |
|
|
2023
Q2 | $420K | Buy |
5,797
+27
| +0.5% | +$1.96K | 0.28% | 64 |
|
|
2023
Q1 | $413K | Sell |
5,770
-107
| -2% | -$7.65K | 0.3% | 56 |
|
|
2022
Q4 | $386K | Sell |
5,877
-125
| -2% | -$8.21K | 0.29% | 67 |
|
|
2022
Q3 | $336K | Buy |
6,002
+93
| +2% | +$5.21K | 0.3% | 60 |
|
|
2022
Q2 | $369K | Buy |
5,909
+32
| +0.5% | +$2K | 0.36% | 46 |
|
|
2022
Q1 | $432K | Sell |
5,877
-155
| -3% | -$11.4K | 0.45% | 43 |
|
|
2021
Q4 | $474K | Buy |
+6,032
| New | +$474K | 0.44% | 38 |
|