Key Financial Inc’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 | $456K | Hold |
5,104
| – | – | 0.09% | 178 |
|
|
2025
Q1 | $417K | Hold |
5,104
| – | – | 0.09% | 180 |
|
|
2024
Q4 | $386K | Buy |
5,104
+30
| +0.6% | +$2.27K | 0.09% | 175 |
|
|
2024
Q3 | $424K | Hold |
5,074
| – | – | 0.09% | 172 |
|
|
2024
Q2 | $397K | Buy |
5,074
+74
| +1% | +$5.8K | 0.1% | 165 |
|
|
2024
Q1 | $399K | Sell |
5,000
-94
| -2% | -$7.51K | 0.1% | 159 |
|
|
2023
Q4 | $384K | Hold |
5,094
| – | – | 0.1% | 152 |
|
|
2023
Q3 | $351K | Hold |
5,094
| – | – | 0.12% | 145 |
|
|
2023
Q2 | $369K | Hold |
5,094
| – | – | 0.12% | 143 |
|
|
2023
Q1 | $364K | Buy |
5,094
+1,860
| +58% | +$133K | 0.13% | 135 |
|
|
2022
Q4 | $181K | Hold |
3,234
| – | – | 0.09% | 174 |
|
|
2022
Q3 | $181K | Hold |
3,234
| – | – | 0.09% | 175 |
|
|
2022
Q2 | $203K | Buy |
3,234
+3,085
| +2,070% | +$194K | 0.11% | 146 |
|
|
2022
Q1 | $11K | Buy |
149
+131
| +728% | +$9.67K | 0.01% | 608 |
|
|
2021
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 881 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 857 |
|
|
2021
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 811 |
|
|
2021
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 721 |
|
|
2020
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 670 |
|
|
2020
Q2 | – | Sell |
-503
| Closed | -$27K | – | 232 |
|
|
2020
Q1 | $27K | Buy |
+503
| New | +$27K | 0.03% | 293 |
|