Lane & Associates’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
Q1 | $3.39M | Sell |
41,476
-292
| -0.7% | -$23.9K | 1.83% | 15 |
|
2024
Q4 | $3.31M | Buy |
41,768
+1,480
| +4% | +$117K | 1.71% | 14 |
|
2024
Q3 | $3.37M | Buy |
40,288
+178
| +0.4% | +$14.9K | 1.83% | 13 |
|
2024
Q2 | $3.14M | Buy |
40,110
+4,944
| +14% | +$387K | 1.85% | 14 |
|
2024
Q1 | $2.81M | Buy |
35,166
+1,762
| +5% | +$141K | 1.77% | 13 |
|
2023
Q4 | $2.52M | Buy |
33,404
+1,889
| +6% | +$142K | 1.83% | 13 |
|
2023
Q3 | $2.17M | Buy |
31,515
+495
| +2% | +$34.1K | 1.75% | 15 |
|
2023
Q2 | $2.25M | Buy |
31,020
+1,066
| +4% | +$77.3K | 1.79% | 13 |
|
2023
Q1 | $2.14M | Sell |
29,954
-89
| -0.3% | -$6.37K | 1.91% | 12 |
|
2022
Q4 | $1.97M | Buy |
+30,043
| New | +$1.97M | 1.87% | 11 |
|