Nations 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 | $533K | Sell |
5,962
-22
| -0.4% | -$1.97K | 0.04% | 438 |
|
2025
Q1 | $489K | Sell |
5,984
-101
| -2% | -$8.26K | 0.04% | 430 |
|
2024
Q4 | $460K | Sell |
6,085
-160
| -3% | -$12.1K | 0.03% | 453 |
|
2024
Q3 | $522K | Buy |
6,245
+1,190
| +24% | +$99.5K | 0.04% | 423 |
|
2024
Q2 | $396K | Sell |
5,055
-1,210
| -19% | -$94.8K | 0.03% | 472 |
|
2024
Q1 | $500K | Hold |
6,265
| – | – | 0.04% | 415 |
|
2023
Q4 | $472K | Sell |
6,265
-20,133
| -76% | -$1.52M | 0.04% | 402 |
|
2023
Q3 | $1.82M | Sell |
26,398
-436
| -2% | -$30.1K | 0.18% | 135 |
|
2023
Q2 | $1.95M | Sell |
26,834
-983
| -4% | -$71.3K | 0.19% | 131 |
|
2023
Q1 | $1.99M | Sell |
27,817
-327
| -1% | -$23.4K | 0.21% | 129 |
|
2022
Q4 | $1.85M | Sell |
28,144
-1,030
| -4% | -$67.6K | 0.21% | 124 |
|
2022
Q3 | $1.63M | Sell |
29,174
-471
| -2% | -$26.4K | 0.24% | 104 |
|
2022
Q2 | $1.85M | Sell |
29,645
-126
| -0.4% | -$7.88K | 0.25% | 108 |
|
2022
Q1 | $2.19M | Buy |
29,771
+5,265
| +21% | +$387K | 0.26% | 94 |
|
2021
Q4 | $1.93M | Buy |
24,506
+624
| +3% | +$49.1K | 0.25% | 93 |
|
2021
Q3 | $1.86M | Buy |
23,882
+17,136
| +254% | +$1.34M | 0.28% | 78 |
|
2021
Q2 | $532K | Buy |
6,746
+700
| +12% | +$55.2K | 0.09% | 244 |
|
2021
Q1 | $459K | Sell |
6,046
-41
| -0.7% | -$3.11K | 0.1% | 229 |
|
2020
Q4 | $444K | Buy |
6,087
+40
| +0.7% | +$2.92K | 0.12% | 212 |
|
2020
Q3 | $385K | Sell |
6,047
-100
| -2% | -$6.37K | 0.12% | 202 |
|
2020
Q2 | $374K | Sell |
6,147
-26
| -0.4% | -$1.58K | 0.13% | 190 |
|
2020
Q1 | $330K | Sell |
6,173
-5,291
| -46% | -$283K | 0.14% | 179 |
|
2019
Q4 | $796K | Buy |
11,464
+424
| +4% | +$29.4K | 0.27% | 114 |
|
2019
Q3 | $744K | Sell |
11,040
-965
| -8% | -$65K | 0.27% | 117 |
|
2019
Q2 | $789K | Buy |
12,005
+149
| +1% | +$9.79K | 0.52% | 51 |
|
2019
Q1 | $769K | Sell |
11,856
-617
| -5% | -$40K | 0.53% | 54 |
|
2018
Q4 | $733K | Sell |
12,473
-150
| -1% | -$8.82K | 0.59% | 43 |
|
2018
Q3 | $858K | Buy |
12,623
+1,143
| +10% | +$77.7K | 0.61% | 39 |
|
2018
Q2 | $769K | Sell |
11,480
-3
| -0% | -$201 | 0.64% | 38 |
|
2018
Q1 | $800K | Sell |
11,483
-306
| -3% | -$21.3K | 0.73% | 31 |
|
2017
Q4 | $829K | Buy |
11,789
+393
| +3% | +$27.6K | 0.76% | 29 |
|
2017
Q3 | $780K | Sell |
11,396
-1,260
| -10% | -$86.2K | 0.76% | 33 |
|
2017
Q2 | $825K | Buy |
12,656
+2,915
| +30% | +$190K | 0.68% | 41 |
|
2017
Q1 | $607K | Sell |
9,741
-1,350
| -12% | -$84.1K | 0.59% | 51 |
|
2016
Q4 | $640K | Sell |
11,091
-4,670
| -30% | -$269K | 0.69% | 46 |
|
2016
Q3 | $932K | Sell |
15,761
-313
| -2% | -$18.5K | 0.92% | 28 |
|
2016
Q2 | $897K | Sell |
16,074
-567
| -3% | -$31.6K | 0.94% | 27 |
|
2016
Q1 | $951K | Buy |
16,641
+576
| +4% | +$32.9K | 1.09% | 24 |
|
2015
Q4 | $943K | Buy |
+16,065
| New | +$943K | 1.23% | 20 |
|