McNamara 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-16,290
| Closed | -$956K | – | 54 |
|
|
2015
Q4 | $956K | Sell |
16,290
-2,750
| -14% | -$161K | 0.94% | 46 |
|
|
2015
Q3 | $1.09M | Buy |
19,040
+400
| +2% | +$22.9K | 1.15% | 41 |
|
|
2015
Q2 | $1.18M | Sell |
18,640
-2,000
| -10% | -$127K | 1.12% | 45 |
|
|
2015
Q1 | $1.32M | Sell |
20,640
-2,255
| -10% | -$145K | 1.22% | 43 |
|
|
2014
Q4 | $1.39M | Buy |
+22,895
| New | +$1.39M | 1.27% | 44 |
|