KCM Investment Advisors’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 | $354K | Buy |
3,965
+450
| +13% | +$40.2K | 0.01% | 295 |
|
|
2025
Q1 | $287K | Hold |
3,515
| – | – | 0.01% | 308 |
|
|
2024
Q4 | $266K | Sell |
3,515
-450
| -11% | -$34K | 0.01% | 326 |
|
|
2024
Q3 | $332K | Hold |
3,965
| – | – | 0.01% | 312 |
|
|
2024
Q2 | $311K | Sell |
3,965
-280
| -7% | -$21.9K | 0.01% | 309 |
|
|
2024
Q1 | $339K | Hold |
4,245
| – | – | 0.01% | 309 |
|
|
2023
Q4 | $320K | Sell |
4,245
-55
| -1% | -$4.14K | 0.01% | 307 |
|
|
2023
Q3 | $296K | Hold |
4,300
| – | – | 0.01% | 310 |
|
|
2023
Q2 | $312K | Sell |
4,300
-452
| -10% | -$32.8K | 0.01% | 324 |
|
|
2023
Q1 | $340K | Sell |
4,752
-281
| -6% | -$20.1K | 0.01% | 318 |
|
|
2022
Q4 | $330K | Sell |
5,033
-163
| -3% | -$10.7K | 0.01% | 319 |
|
|
2022
Q3 | $291K | Sell |
5,196
-577
| -10% | -$32.3K | 0.01% | 312 |
|
|
2022
Q2 | $361K | Sell |
5,773
-934
| -14% | -$58.4K | 0.02% | 300 |
|
|
2022
Q1 | $494K | Sell |
6,707
-655
| -9% | -$48.2K | 0.02% | 284 |
|
|
2021
Q4 | $579K | Sell |
7,362
-40
| -0.5% | -$3.15K | 0.02% | 270 |
|
|
2021
Q3 | $577K | Buy |
7,402
+540
| +8% | +$42.1K | 0.02% | 258 |
|
|
2021
Q2 | $541K | Sell |
6,862
-108
| -2% | -$8.52K | 0.02% | 255 |
|
|
2021
Q1 | $529K | Buy |
6,970
+210
| +3% | +$15.9K | 0.02% | 249 |
|
|
2020
Q4 | $493K | Buy |
6,760
+263
| +4% | +$19.2K | 0.02% | 239 |
|
|
2020
Q3 | $414K | Sell |
6,497
-555
| -8% | -$35.4K | 0.02% | 232 |
|
|
2020
Q2 | $429K | Sell |
7,052
-2,300
| -25% | -$140K | 0.02% | 240 |
|
|
2020
Q1 | $500K | Sell |
9,352
-8,201
| -47% | -$438K | 0.03% | 214 |
|
|
2019
Q4 | $1.22M | Sell |
17,553
-96
| -0.5% | -$6.67K | 0.07% | 163 |
|
|
2019
Q3 | $1.15M | Buy |
17,649
+305
| +2% | +$19.9K | 0.07% | 164 |
|
|
2019
Q2 | $1.14M | Sell |
17,344
-599
| -3% | -$39.4K | 0.07% | 162 |
|
|
2019
Q1 | $1.16M | Sell |
17,943
-370
| -2% | -$24K | 0.08% | 164 |
|
|
2018
Q4 | $1.08M | Sell |
18,313
-1,705
| -9% | -$100K | 0.07% | 220 |
|
|
2018
Q3 | $1.36M | Sell |
20,018
-257
| -1% | -$17.5K | 0.08% | 205 |
|
|
2018
Q2 | $1.36M | Sell |
20,275
-187
| -0.9% | -$12.5K | 0.08% | 198 |
|
|
2018
Q1 | $1.43M | Buy |
20,462
+4,943
| +32% | +$344K | 0.09% | 206 |
|
|
2017
Q4 | $1.09M | Sell |
15,519
-537
| -3% | -$37.8K | 0.06% | 252 |
|
|
2017
Q3 | $1.1M | Buy |
16,056
+2,480
| +18% | +$170K | 0.07% | 244 |
|
|
2017
Q2 | $885K | Buy |
13,576
+589
| +5% | +$38.4K | 0.06% | 260 |
|
|
2017
Q1 | $809K | Sell |
12,987
-1,225
| -9% | -$76.3K | 0.05% | 281 |
|
|
2016
Q4 | $820K | Sell |
14,212
-1,161
| -8% | -$67K | 0.06% | 277 |
|
|
2016
Q3 | $909K | Sell |
15,373
-2,323
| -13% | -$137K | 0.06% | 260 |
|
|
2016
Q2 | $988K | Buy |
17,696
+353
| +2% | +$19.7K | 0.07% | 245 |
|
|
2016
Q1 | $991K | Sell |
17,343
-3,144
| -15% | -$180K | 0.07% | 237 |
|
|
2015
Q4 | $1.2M | Sell |
20,487
-712
| -3% | -$41.8K | 0.1% | 219 |
|
|
2015
Q3 | $1.22M | Buy |
21,199
+39
| +0.2% | +$2.24K | 0.1% | 218 |
|
|
2015
Q2 | $1.34M | Sell |
21,160
-2,213
| -9% | -$140K | 0.11% | 218 |
|
|
2015
Q1 | $1.5M | Buy |
23,373
+685
| +3% | +$44K | 0.12% | 205 |
|
|
2014
Q4 | $1.38M | Sell |
22,688
-8,128
| -26% | -$494K | 0.12% | 209 |
|
|
2014
Q3 | $1.98M | Sell |
30,816
-2,642
| -8% | -$169K | 0.18% | 152 |
|
|
2014
Q2 | $2.29M | Buy |
33,458
+9,375
| +39% | +$641K | 0.21% | 132 |
|
|
2014
Q1 | $1.62M | Buy |
24,083
+792
| +3% | +$53.2K | 0.17% | 159 |
|
|
2013
Q4 | $1.56M | Buy |
23,291
+58
| +0.2% | +$3.89K | 0.17% | 160 |
|
|
2013
Q3 | $1.48M | Buy |
23,233
+3,451
| +17% | +$220K | 0.18% | 156 |
|
|
2013
Q2 | $1.13M | Buy |
+19,782
| New | +$1.13M | 0.14% | 179 |
|