Joseph Group Capital Management’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 | $315K | Sell |
3,523
-164
| -4% | -$14.7K | 0.11% | 55 |
|
|
2025
Q1 | $301K | Sell |
3,687
-745
| -17% | -$60.9K | 0.12% | 51 |
|
|
2024
Q4 | $335K | Buy |
4,432
+2,341
| +112% | +$177K | 0.13% | 51 |
|
|
2024
Q3 | $175K | Buy |
2,091
+1,735
| +487% | +$145K | 0.07% | 54 |
|
|
2024
Q2 | $27.9K | Sell |
356
-49
| -12% | -$3.84K | 0.01% | 64 |
|
|
2024
Q1 | $32.3K | Sell |
405
-13
| -3% | -$1.04K | 0.02% | 72 |
|
|
2023
Q4 | $31.5K | Buy |
418
+278
| +199% | +$20.9K | 0.02% | 71 |
|
|
2023
Q3 | $9.65K | Buy |
+140
| New | +$9.65K | 0.01% | 75 |
|
|
2023
Q2 | – | Sell |
-1,066
| Closed | -$76.2K | – | 76 |
|
|
2023
Q1 | $76.2K | Buy |
1,066
+1
| +0.1% | +$72 | 0.07% | 61 |
|
|
2022
Q4 | $70K | Buy |
+1,065
| New | +$70K | 0.07% | 64 |
|