Mayflower Financial Advisors’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 | $1.66M | Sell |
18,563
-5,214
| -22% | -$466K | 0.23% | 103 |
|
|
2025
Q1 | $1.94M | Sell |
23,777
-17
| -0.1% | -$1.39K | 0.3% | 82 |
|
|
2024
Q4 | $1.8M | Buy |
23,794
+1,044
| +5% | +$78.9K | 0.27% | 85 |
|
|
2024
Q3 | $1.9M | Hold |
22,750
| – | – | 0.29% | 81 |
|
|
2024
Q2 | $1.78M | Sell |
22,750
-563
| -2% | -$44.1K | 0.29% | 79 |
|
|
2024
Q1 | $1.86M | Sell |
23,313
-488
| -2% | -$39K | 0.31% | 80 |
|
|
2023
Q4 | $1.79M | Buy |
23,801
+63
| +0.3% | +$4.75K | 0.25% | 85 |
|
|
2023
Q3 | $1.64M | Buy |
23,738
+15
| +0.1% | +$1.03K | 0.24% | 86 |
|
|
2023
Q2 | $1.72M | Buy |
23,723
+12,017
| +103% | +$871K | 0.22% | 93 |
|
|
2023
Q1 | $837K | Buy |
11,706
+458
| +4% | +$32.8K | 0.11% | 147 |
|
|
2022
Q4 | $738K | Buy |
11,248
+1,344
| +14% | +$88.2K | 0.1% | 150 |
|
|
2022
Q3 | $555K | Buy |
9,904
+805
| +9% | +$45.1K | 0.09% | 170 |
|
|
2022
Q2 | $569K | Buy |
9,099
+176
| +2% | +$11K | 0.09% | 172 |
|
|
2022
Q1 | $657K | Hold |
8,923
| – | – | 0.09% | 164 |
|
|
2021
Q4 | $702K | Hold |
8,923
| – | – | 0.09% | 155 |
|
|
2021
Q3 | $715K | Sell |
8,923
-133
| -1% | -$10.7K | 0.1% | 146 |
|
|
2021
Q2 | $714K | Buy |
9,056
+239
| +3% | +$18.8K | 0.1% | 140 |
|
|
2021
Q1 | $669K | Sell |
8,817
-200
| -2% | -$15.2K | 0.1% | 136 |
|
|
2020
Q4 | $658K | Buy |
+9,017
| New | +$658K | 0.11% | 128 |
|