Santori & Peters 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 | $4.61M | Buy |
51,517
+1,118
| +2% | +$99.9K | 1.67% | 10 |
|
|
2025
Q1 | $4.12M | Sell |
50,399
-3,951
| -7% | -$323K | 1.66% | 10 |
|
|
2024
Q4 | $4.11M | Buy |
54,350
+1,393
| +3% | +$105K | 1.57% | 10 |
|
|
2024
Q3 | $4.43M | Sell |
52,957
-243
| -0.5% | -$20.3K | 1.76% | 10 |
|
|
2024
Q2 | $4.17M | Buy |
53,200
+56
| +0.1% | +$4.39K | 1.78% | 11 |
|
|
2024
Q1 | $4.24M | Buy |
53,144
+648
| +1% | +$51.7K | 1.83% | 11 |
|
|
2023
Q4 | $3.96M | Buy |
52,496
+1,300
| +3% | +$98K | 1.88% | 11 |
|
|
2023
Q3 | $3.53M | Sell |
51,196
-323
| -0.6% | -$22.3K | 1.9% | 11 |
|
|
2023
Q2 | $3.74M | Sell |
51,519
-433
| -0.8% | -$31.4K | 1.87% | 11 |
|
|
2023
Q1 | $3.72M | Sell |
51,952
-1,289
| -2% | -$92.2K | 2% | 11 |
|
|
2022
Q4 | $3.49M | Buy |
53,241
+170
| +0.3% | +$11.2K | 2.05% | 10 |
|
|
2022
Q3 | $2.97M | Sell |
53,071
-562
| -1% | -$31.5K | 2% | 10 |
|
|
2022
Q2 | $3.35M | Buy |
+53,633
| New | +$3.35M | 2.16% | 10 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$6K | – | 199 |
|
|
2017
Q4 | $6K | Buy |
+100
| New | +$6K | 0.01% | 388 |
|