&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
$13.1M Buy
147,564
+6,048
+4% +$538K 0.1% 195
2025
Q1
$11.7M Buy
141,516
+11,977
+9% +$987K 0.12% 159
2024
Q4
$9.88M Buy
129,539
+58,569
+83% +$4.47M 0.12% 173
2024
Q3
$5.94M Buy
70,970
+35,744
+101% +$2.99M 0.11% 182
2024
Q2
$2.76M Buy
35,226
+19,870
+129% +$1.56M 0.12% 173
2024
Q1
$1.23M Buy
15,356
+4,978
+48% +$398K 0.17% 122
2023
Q4
$775K Buy
10,378
+4,938
+91% +$369K 0.19% 123
2023
Q3
$375K Hold
5,440
0.18% 106
2023
Q2
$394K Buy
5,440
+4
+0.1% +$290 0.18% 102
2023
Q1
$389K Buy
5,436
+233
+4% +$16.7K 0.19% 103
2022
Q4
$342K Buy
+5,203
New +$342K 0.17% 110