Northstar Advisory 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 | $487K | Buy |
5,445
+2,395
| +79% | +$214K | 0.24% | 71 |
|
|
2025
Q1 | $249K | Sell |
3,050
-1,227
| -29% | -$100K | 0.16% | 84 |
|
|
2024
Q4 | $323K | Buy |
4,277
+1,582
| +59% | +$120K | 0.16% | 82 |
|
|
2024
Q3 | $225K | Sell |
2,695
-370
| -12% | -$30.9K | 0.12% | 94 |
|
|
2024
Q2 | $240K | Sell |
3,065
-1,500
| -33% | -$117K | 0.14% | 88 |
|
|
2024
Q1 | $366K | Hold |
4,565
| – | – | 0.22% | 68 |
|
|
2023
Q4 | $344K | Sell |
4,565
-8
| -0.2% | -$603 | 0.2% | 66 |
|
|
2023
Q3 | $315K | Hold |
4,573
| – | – | 0.23% | 69 |
|
|
2023
Q2 | $332K | Buy |
+4,573
| New | +$332K | 0.22% | 67 |
|