Kavar Capital Partners 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 | $455K | Hold |
5,095
| – | – | 0.07% | 131 |
|
2025
Q1 | $416K | Hold |
5,095
| – | – | 0.07% | 127 |
|
2024
Q4 | $385K | Sell |
5,095
-57
| -1% | -$4.31K | 0.07% | 128 |
|
2024
Q3 | $431K | Hold |
5,152
| – | – | 0.07% | 127 |
|
2024
Q2 | $404K | Hold |
5,152
| – | – | 0.07% | 120 |
|
2024
Q1 | $411K | Sell |
5,152
-5,152
| -50% | -$411K | 0.08% | 117 |
|
2023
Q4 | $776K | Buy |
10,304
+5,663
| +122% | +$427K | 0.09% | 109 |
|
2023
Q3 | $320K | Hold |
4,641
| – | – | 0.07% | 124 |
|
2023
Q2 | $336K | Hold |
4,641
| – | – | 0.07% | 116 |
|
2023
Q1 | $332K | Sell |
4,641
-200
| -4% | -$14.3K | 0.07% | 126 |
|
2022
Q4 | $318K | Hold |
4,841
| – | – | 0.07% | 116 |
|
2022
Q3 | $271K | Hold |
4,841
| – | – | 0.07% | 124 |
|
2022
Q2 | $303K | Hold |
4,841
| – | – | 0.07% | 142 |
|
2022
Q1 | $356K | Hold |
4,841
| – | – | 0.08% | 126 |
|
2021
Q4 | $381K | Hold |
4,841
| – | – | 0.08% | 131 |
|
2021
Q3 | $378K | Hold |
4,841
| – | – | 0.09% | 135 |
|
2021
Q2 | $382K | Sell |
4,841
-368
| -7% | -$29K | 0.09% | 124 |
|
2021
Q1 | $395K | Buy |
5,209
+240
| +5% | +$18.2K | 0.11% | 110 |
|
2020
Q4 | $363K | Hold |
4,969
| – | – | 0.1% | 120 |
|
2020
Q3 | $316K | Hold |
4,969
| – | – | 0.11% | 119 |
|
2020
Q2 | $302K | Sell |
4,969
-970
| -16% | -$59K | 0.12% | 104 |
|
2020
Q1 | $317K | Buy |
+5,939
| New | +$317K | 0.15% | 91 |
|
2019
Q3 | – | Sell |
-2,109
| Closed | -$139K | – | 227 |
|
2019
Q2 | $139K | Buy |
+2,109
| New | +$139K | 0.05% | 145 |
|
2018
Q3 | – | Sell |
-2,109
| Closed | -$141K | – | 186 |
|
2018
Q2 | $141K | Sell |
2,109
-163
| -7% | -$10.9K | 0.07% | 124 |
|
2018
Q1 | $158K | Buy |
+2,272
| New | +$158K | 0.08% | 119 |
|
2016
Q1 | – | Sell |
-1,579
| Closed | -$92K | – | 170 |
|
2015
Q4 | $92K | Sell |
1,579
-22
| -1% | -$1.28K | 0.06% | 135 |
|
2015
Q3 | $91K | Sell |
1,601
-152
| -9% | -$8.64K | 0.06% | 134 |
|
2015
Q2 | $111K | Buy |
+1,753
| New | +$111K | 0.08% | 138 |
|
2014
Q2 | – | Sell |
-2,024
| Closed | -$136K | – | 215 |
|
2014
Q1 | $136K | Sell |
2,024
-58
| -3% | -$3.9K | 0.11% | 142 |
|
2013
Q4 | $139K | Buy |
+2,082
| New | +$139K | 0.12% | 132 |
|