Keystone Financial Group (Kentucky)’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 | $371K | Buy |
4,301
+1,727
| +67% | +$149K | 0.03% | 273 |
|
|
2025
Q1 | $206K | Buy |
+2,574
| New | +$206K | 0.02% | 372 |
|
|
2022
Q3 | – | Sell |
-3,400
| Closed | -$212K | – | 288 |
|
|
2022
Q2 | $212K | Sell |
3,400
-183
| -5% | -$11.4K | 0.04% | 265 |
|
|
2022
Q1 | $264K | Sell |
3,583
-15
| -0.4% | -$1.11K | 0.04% | 247 |
|
|
2021
Q4 | $283K | Hold |
3,598
| – | – | 0.05% | 249 |
|
|
2021
Q3 | $281K | Buy |
3,598
+1,000
| +38% | +$78.1K | 0.05% | 234 |
|
|
2021
Q2 | $205K | Sell |
2,598
-238
| -8% | -$18.8K | 0.04% | 280 |
|
|
2021
Q1 | $215K | Sell |
2,836
-143
| -5% | -$10.8K | 0.04% | 263 |
|
|
2020
Q4 | $217K | Buy |
+2,979
| New | +$217K | 0.05% | 247 |
|
|
2020
Q1 | – | Sell |
-7,425
| Closed | -$516K | – | 218 |
|
|
2019
Q4 | $516K | Sell |
7,425
-1,513
| -17% | -$105K | 0.14% | 124 |
|
|
2019
Q3 | $583K | Sell |
8,938
-564
| -6% | -$36.8K | 0.18% | 109 |
|
|
2019
Q2 | $625K | Sell |
9,502
-209
| -2% | -$13.7K | 0.2% | 107 |
|
|
2019
Q1 | $630K | Sell |
9,711
-1,418
| -13% | -$92K | 0.22% | 102 |
|
|
2018
Q4 | $654K | Buy |
11,129
+1,935
| +21% | +$114K | 0.3% | 89 |
|
|
2018
Q3 | $626K | Sell |
9,194
-32
| -0.3% | -$2.18K | 0.26% | 100 |
|
|
2018
Q2 | $612K | Sell |
9,226
-555
| -6% | -$36.8K | 0.34% | 82 |
|
|
2018
Q1 | $672K | Buy |
+9,781
| New | +$672K | 0.37% | 65 |
|