Kathmere 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 | $395K | Buy |
4,417
+492
| +13% | +$44K | 0.03% | 323 |
|
|
2025
Q1 | $321K | Hold |
3,925
| – | – | 0.03% | 310 |
|
|
2024
Q4 | $297K | Buy |
3,925
+221
| +6% | +$16.7K | 0.03% | 311 |
|
|
2024
Q3 | $310K | Hold |
3,704
| – | – | 0.03% | 283 |
|
|
2024
Q2 | $290K | Buy |
+3,704
| New | +$290K | 0.03% | 266 |
|
|
2021
Q1 | – | Sell |
-722
| Closed | -$53K | – | 218 |
|
|
2020
Q4 | $53K | Buy |
722
+2
| +0.3% | +$147 | 0.01% | 237 |
|
|
2020
Q3 | $46K | Buy |
+720
| New | +$46K | 0.01% | 231 |
|
|
2020
Q2 | – | Sell |
-4,015
| Closed | -$215K | – | 115 |
|
|
2020
Q1 | $215K | Sell |
4,015
-1,898
| -32% | -$102K | 0.08% | 73 |
|
|
2019
Q4 | $411K | Buy |
+5,913
| New | +$411K | 0.15% | 67 |
|