KMG Fiduciary Partners’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 | $2.38M | Buy |
26,617
+1
| +0% | +$89 | 0.18% | 120 |
|
|
2025
Q1 | $2.18M | Buy |
26,616
+370
| +1% | +$30.2K | 0.18% | 123 |
|
|
2024
Q4 | $1.98M | Sell |
26,246
-601
| -2% | -$45.4K | 0.16% | 127 |
|
|
2024
Q3 | $2.25M | Sell |
26,847
-451
| -2% | -$37.7K | 0.19% | 114 |
|
|
2024
Q2 | $2.14M | Buy |
27,298
+3
| +0% | +$235 | 0.21% | 94 |
|
|
2024
Q1 | $2.18M | Buy |
27,295
+69
| +0.3% | +$5.51K | 0.23% | 94 |
|
|
2023
Q4 | $2.05M | Buy |
27,226
+2
| +0% | +$151 | 0.24% | 97 |
|
|
2023
Q3 | $1.88M | Sell |
27,224
-432
| -2% | -$29.8K | 0.25% | 94 |
|
|
2023
Q2 | $2.01M | Buy |
27,656
+2,159
| +8% | +$157K | 0.26% | 93 |
|
|
2023
Q1 | $1.82M | Buy |
+25,497
| New | +$1.82M | 0.26% | 99 |
|