Saxon Interests’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 | $918K | Hold |
11,227
| – | – | 0.43% | 57 |
|
2025
Q1 | $918K | Sell |
11,227
-876
| -7% | -$71.6K | 0.43% | 57 |
|
2024
Q4 | $915K | Sell |
12,103
-1,672
| -12% | -$126K | 0.4% | 60 |
|
2024
Q3 | $1.15M | Sell |
13,775
-127
| -0.9% | -$10.6K | 0.52% | 54 |
|
2024
Q2 | $1.09M | Buy |
13,902
+2,998
| +27% | +$235K | 0.52% | 53 |
|
2024
Q1 | $871K | Sell |
10,904
-225
| -2% | -$18K | 0.42% | 67 |
|
2023
Q4 | $839K | Buy |
+11,129
| New | +$839K | 0.42% | 71 |
|
2023
Q1 | – | Sell |
-3,153
| Closed | -$216K | – | 174 |
|
2022
Q4 | $216K | Buy |
+3,153
| New | +$216K | 0.12% | 148 |
|