Leverty Financial Group’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 | $4.2M | Buy |
46,973
+8
| +0% | +$715 | 1.25% | 12 |
|
|
2025
Q1 | $3.84M | Buy |
46,965
+2,571
| +6% | +$210K | 1.57% | 10 |
|
|
2024
Q4 | $3.36M | Sell |
44,394
-2,289
| -5% | -$173K | 1.71% | 8 |
|
|
2024
Q3 | $3.9M | Sell |
46,683
-56
| -0.1% | -$4.68K | 2.13% | 7 |
|
|
2024
Q2 | $3.66M | Sell |
46,739
-653
| -1% | -$51.1K | 2.17% | 8 |
|
|
2024
Q1 | $3.78M | Sell |
47,392
-1,096
| -2% | -$87.5K | 2.26% | 8 |
|
|
2023
Q4 | $3.65M | Sell |
48,488
-2,298
| -5% | -$173K | 2.32% | 8 |
|
|
2023
Q3 | $3.5M | Sell |
50,786
-361
| -0.7% | -$24.9K | 2.54% | 8 |
|
|
2023
Q2 | $3.71M | Sell |
51,147
-355
| -0.7% | -$25.7K | 2.7% | 7 |
|
|
2023
Q1 | $3.68M | Sell |
51,502
-1,650
| -3% | -$118K | 2.89% | 7 |
|
|
2022
Q4 | $3.49M | Sell |
53,152
-12,822
| -19% | -$842K | 2.98% | 7 |
|
|
2022
Q3 | $3.7M | Sell |
65,974
-267
| -0.4% | -$15K | 3.57% | 5 |
|
|
2022
Q2 | $4.14M | Sell |
66,241
-1,266
| -2% | -$79.1K | 3.86% | 4 |
|
|
2022
Q1 | $4.97M | Sell |
67,507
-777
| -1% | -$57.2K | 3.92% | 3 |
|
|
2021
Q4 | $5.37M | Buy |
+68,284
| New | +$5.37M | 4.14% | 4 |
|