Narus Financial Partners’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 | $1.45M | Sell |
16,194
-6,795
| -30% | -$607K | 0.45% | 43 |
|
|
2025
Q1 | $1.88M | Buy |
22,989
+1,980
| +9% | +$162K | 0.64% | 35 |
|
|
2024
Q4 | $1.59M | Buy |
21,009
+5,253
| +33% | +$397K | 0.54% | 39 |
|
|
2024
Q3 | $1.32M | Sell |
15,756
-330
| -2% | -$27.6K | 0.47% | 42 |
|
|
2024
Q2 | $1.26M | Sell |
16,086
-838
| -5% | -$65.6K | 0.51% | 42 |
|
|
2024
Q1 | $1.35M | Sell |
16,924
-2,170
| -11% | -$173K | 0.58% | 36 |
|
|
2023
Q4 | $1.44M | Sell |
19,094
-1,549
| -8% | -$117K | 0.69% | 26 |
|
|
2023
Q3 | $1.42M | Buy |
20,643
+25
| +0.1% | +$1.72K | 0.73% | 26 |
|
|
2023
Q2 | $1.49M | Sell |
20,618
-277
| -1% | -$20.1K | 0.77% | 24 |
|
|
2023
Q1 | $1.49M | Sell |
20,895
-125
| -0.6% | -$8.94K | 0.81% | 25 |
|
|
2022
Q4 | $1.38M | Buy |
21,020
+529
| +3% | +$34.7K | 0.8% | 26 |
|
|
2022
Q3 | $1.15M | Hold |
20,491
| – | – | 0.73% | 25 |
|
|
2022
Q2 | $1.28M | Buy |
20,491
+9,500
| +86% | +$594K | 0.82% | 23 |
|
|
2022
Q1 | $809K | Buy |
+10,991
| New | +$809K | 0.45% | 39 |
|
|
2021
Q1 | $718K | Buy |
+9,460
| New | +$718K | 0.43% | 35 |
|
|
2019
Q4 | $359K | Buy |
5,164
+1,064
| +26% | +$73.9K | 0.25% | 47 |
|
|
2019
Q3 | $267K | Hold |
4,100
| – | – | 0.2% | 59 |
|
|
2019
Q2 | $269K | Buy |
+4,100
| New | +$269K | 0.21% | 57 |
|
|
2017
Q3 | $282K | Hold |
4,125
| – | – | 0.25% | 60 |
|
|
2017
Q2 | $269K | Sell |
4,125
-500
| -11% | -$32.6K | 0.25% | 58 |
|
|
2017
Q1 | $288K | Hold |
4,625
| – | – | 0.28% | 52 |
|
|
2016
Q4 | $267K | Buy |
+4,625
| New | +$267K | 0.28% | 54 |
|