Kohmann Bosshard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Hold |
3,736
| – | – | 0.04% | 137 |
|
|
2025
Q1 | $305K | Hold |
3,736
| – | – | 0.04% | 161 |
|
|
2024
Q4 | $282K | Buy |
3,736
+190
| +5% | +$14.4K | 0.03% | 159 |
|
|
2024
Q3 | $297K | Hold |
3,546
| – | – | 0.04% | 161 |
|
|
2024
Q2 | $278K | Buy |
3,546
+98
| +3% | +$7.68K | 0.04% | 153 |
|
|
2024
Q1 | $275K | Hold |
3,448
| – | – | 0.04% | 166 |
|
|
2023
Q4 | $260K | Buy |
+3,448
| New | +$260K | 0.04% | 164 |
|
|
2020
Q3 | – | Sell |
-2,135
| Closed | -$131K | – | 106 |
|
|
2020
Q2 | $131K | Buy |
+2,135
| New | +$131K | 0.05% | 110 |
|
|
2020
Q1 | – | Sell |
-2,546
| Closed | -$177K | – | 114 |
|
|
2019
Q4 | $177K | Buy |
+2,546
| New | +$177K | 0.07% | 85 |
|