Rice Partnership’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 | $89.1K | Buy |
997
+267
| +37% | +$23.9K | 0.02% | 121 |
|
|
2025
Q1 | $59.7K | Buy |
730
+372
| +104% | +$30.4K | 0.01% | 115 |
|
|
2024
Q4 | $27.1K | Hold |
358
| – | – | 0.01% | 146 |
|
|
2024
Q3 | $29.9K | Buy |
+358
| New | +$29.9K | 0.01% | 145 |
|
|
2020
Q2 | – | Sell |
-1,262
| Closed | -$67K | – | 92 |
|
|
2020
Q1 | $67K | Hold |
1,262
| – | – | 0.05% | 72 |
|
|
2019
Q4 | $88K | Hold |
1,262
| – | – | 0.05% | 80 |
|
|
2019
Q3 | $82K | Buy |
+1,262
| New | +$82K | 0.05% | 82 |
|