Kathryn A. Hall’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-104,630
| Closed | -$8.75M | – | 23 |
|
|
2024
Q3 | $8.75M | Hold |
104,630
| – | – | 1.83% | 9 |
|
|
2024
Q2 | $8.2M | Hold |
104,630
| – | – | 1.89% | 10 |
|
|
2024
Q1 | $8.36M | Hold |
104,630
| – | – | 1.93% | 10 |
|
|
2023
Q4 | $7.88M | Hold |
104,630
| – | – | 2.22% | 8 |
|
|
2023
Q3 | $7.21M | Hold |
104,630
| – | – | 2.45% | 13 |
|
|
2023
Q2 | $7.59M | Hold |
104,630
| – | – | 2.47% | 13 |
|
|
2023
Q1 | $7.48M | Buy |
+104,630
| New | +$7.48M | 2.19% | 13 |
|
|
2020
Q2 | – | Sell |
-39,300
| Closed | -$2.1M | – | 41 |
|
|
2020
Q1 | $2.1M | Hold |
39,300
| – | – | 1.75% | 14 |
|
|
2019
Q4 | $2.73M | Hold |
39,300
| – | – | 1.69% | 10 |
|
|
2019
Q3 | $2.56M | Hold |
39,300
| – | – | 2.08% | 10 |
|
|
2019
Q2 | $2.58M | Hold |
39,300
| – | – | 2.06% | 9 |
|
|
2019
Q1 | $2.55M | Buy |
+39,300
| New | +$2.55M | 1.72% | 9 |
|