NFP Retirement Inc’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 | $1M | Buy |
11,210
+39
| +0.3% | +$3.49K | 0.07% | 134 |
|
|
2025
Q1 | $913K | Sell |
11,171
-190
| -2% | -$15.5K | 0.07% | 127 |
|
|
2024
Q4 | $859K | Sell |
11,361
-541
| -5% | -$40.9K | 0.07% | 134 |
|
|
2024
Q3 | $995K | Buy |
11,902
+249
| +2% | +$20.8K | 0.08% | 122 |
|
|
2024
Q2 | $913K | Sell |
11,653
-186
| -2% | -$14.6K | 0.08% | 125 |
|
|
2024
Q1 | $945K | Hold |
11,839
| – | – | 0.08% | 121 |
|
|
2023
Q4 | $892K | Sell |
11,839
-122
| -1% | -$9.19K | 0.15% | 103 |
|
|
2023
Q3 | $824K | Buy |
11,961
+1,421
| +13% | +$97.9K | 0.16% | 105 |
|
|
2023
Q2 | $764K | Sell |
10,540
-31
| -0.3% | -$2.25K | 0.14% | 110 |
|
|
2023
Q1 | $756K | Hold |
10,571
| – | – | 0.15% | 113 |
|
|
2022
Q4 | $694K | Buy |
10,571
+463
| +5% | +$30.4K | 0.15% | 117 |
|
|
2022
Q3 | $566K | Sell |
10,108
-34
| -0.3% | -$1.9K | 0.14% | 126 |
|
|
2022
Q2 | $634K | Sell |
10,142
-930
| -8% | -$58.1K | 0.16% | 111 |
|
|
2022
Q1 | $815K | Buy |
+11,072
| New | +$815K | 0.19% | 92 |
|
|
2021
Q2 | – | Sell |
-2,680
| Closed | -$203K | – | 138 |
|
|
2021
Q1 | $203K | Sell |
2,680
-100
| -4% | -$7.59K | 0.09% | 119 |
|
|
2020
Q4 | $203K | Buy |
+2,780
| New | +$203K | 0.13% | 112 |
|