MSH Capital 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 | $750K | Buy |
8,395
+10
| +0.1% | +$894 | 0.22% | 113 |
|
|
2025
Q1 | $685K | Sell |
8,385
-29
| -0.3% | -$2.37K | 0.21% | 111 |
|
|
2024
Q4 | $636K | Sell |
8,414
-37
| -0.4% | -$2.8K | 0.2% | 118 |
|
|
2024
Q3 | $707K | Sell |
8,451
-432
| -5% | -$36.1K | 0.22% | 111 |
|
|
2024
Q2 | $696K | Buy |
8,883
+52
| +0.6% | +$4.07K | 0.23% | 102 |
|
|
2024
Q1 | $705K | Hold |
8,831
| – | – | 0.25% | 102 |
|
|
2023
Q4 | $665K | Sell |
8,831
-1,482
| -14% | -$112K | 0.25% | 104 |
|
|
2023
Q3 | $711K | Sell |
10,313
-520
| -5% | -$35.8K | 0.28% | 97 |
|
|
2023
Q2 | $785K | Buy |
10,833
+64
| +0.6% | +$4.64K | 0.29% | 96 |
|
|
2023
Q1 | $770K | Sell |
10,769
-100
| -0.9% | -$7.15K | 0.33% | 92 |
|
|
2022
Q4 | $713K | Sell |
10,869
-490
| -4% | -$32.2K | 0.32% | 93 |
|
|
2022
Q3 | $636K | Sell |
11,359
-623
| -5% | -$34.9K | 0.31% | 91 |
|
|
2022
Q2 | $749K | Sell |
11,982
-2,041
| -15% | -$128K | 0.35% | 89 |
|
|
2022
Q1 | $1.03M | Buy |
14,023
+2,730
| +24% | +$201K | 0.43% | 78 |
|
|
2021
Q4 | $889K | Buy |
+11,293
| New | +$889K | 0.4% | 79 |
|