Keystone Wealth Services’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 | $1.07M | Buy |
11,959
+138
| +1% | +$12.3K | 0.26% | 95 |
|
|
2025
Q1 | $966K | Hold |
11,821
| – | – | 0.26% | 93 |
|
|
2024
Q4 | $894K | Buy |
11,821
+240
| +2% | +$18.1K | 0.24% | 101 |
|
|
2024
Q3 | $968K | Buy |
11,581
+132
| +1% | +$11K | 0.27% | 91 |
|
|
2024
Q2 | $897K | Buy |
11,449
+136
| +1% | +$10.7K | 0.28% | 87 |
|
|
2024
Q1 | $903K | Hold |
11,313
| – | – | 0.29% | 88 |
|
|
2023
Q4 | $852K | Sell |
11,313
-51
| -0.4% | -$3.84K | 0.29% | 82 |
|
|
2023
Q3 | $783K | Buy |
11,364
+15
| +0.1% | +$1.03K | 0.3% | 83 |
|
|
2023
Q2 | $823K | Buy |
11,349
+30
| +0.3% | +$2.18K | 0.31% | 77 |
|
|
2023
Q1 | $810K | Hold |
11,319
| – | – | 0.33% | 74 |
|
|
2022
Q4 | $743K | Buy |
11,319
+94
| +0.8% | +$6.17K | 0.32% | 70 |
|
|
2022
Q3 | $629K | Hold |
11,225
| – | – | 0.3% | 70 |
|
|
2022
Q2 | $701K | Buy |
11,225
+23
| +0.2% | +$1.44K | 0.31% | 68 |
|
|
2022
Q1 | $824K | Buy |
11,202
+6,981
| +165% | +$514K | 0.33% | 68 |
|
|
2021
Q4 | $332K | Buy |
+4,221
| New | +$332K | 0.13% | 127 |
|