Private Client Services’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 | $1.24M | Buy |
13,854
+2,423
| +21% | +$217K | 0.48% | 53 |
|
|
2025
Q1 | $934K | Sell |
11,431
-77
| -0.7% | -$6.29K | 0.46% | 55 |
|
|
2024
Q4 | $870K | Sell |
11,508
-327
| -3% | -$24.7K | 0.47% | 60 |
|
|
2024
Q3 | $990K | Buy |
11,835
+732
| +7% | +$61.2K | 0.53% | 52 |
|
|
2024
Q2 | $870K | Buy |
11,103
+15
| +0.1% | +$1.18K | 0.55% | 49 |
|
|
2024
Q1 | $885K | Sell |
11,088
-388
| -3% | -$31K | 0.59% | 52 |
|
|
2023
Q4 | $865K | Buy |
+11,476
| New | +$865K | 0.71% | 37 |
|