Johnson Financial Group LLC (Colorado)’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 | $464K | Sell |
5,194
-12,492
| -71% | -$1.12M | 0.04% | 45 |
|
|
2025
Q1 | $1.45M | Buy |
17,686
+13,892
| +366% | +$1.14M | 0.15% | 28 |
|
|
2024
Q4 | $287K | Hold |
3,794
| – | – | 0.03% | 43 |
|
|
2024
Q3 | $317K | Buy |
+3,794
| New | +$317K | 0.04% | 40 |
|
|
2017
Q1 | – | Sell |
-90,002
| Closed | -$5.2M | – | 75 |
|
|
2016
Q4 | $5.2M | Buy |
+90,002
| New | +$5.2M | 4.16% | 8 |
|