KMS Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $993K | Sell |
15,482
-3,075
| -17% | -$197K | 0.14% | 161 |
|
|
2014
Q2 | $1.27M | Sell |
18,557
-4,865
| -21% | -$333K | 0.18% | 128 |
|
|
2014
Q1 | $1.57M | Sell |
23,422
-13,061
| -36% | -$878K | 0.25% | 99 |
|
|
2013
Q4 | $2.45M | Sell |
36,483
-17,556
| -32% | -$1.18M | 0.41% | 50 |
|
|
2013
Q3 | $3.45M | Buy |
54,039
+20,282
| +60% | +$1.29M | 0.84% | 17 |
|
|
2013
Q2 | $1.93M | Buy |
+33,757
| New | +$1.93M | 0.54% | 37 |
|