Seven Post Investment Office’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 | $1.81M | Hold |
20,289
| – | – | 0.68% | 19 |
|
|
2025
Q1 | $1.66M | Hold |
20,289
| – | – | 0.63% | 18 |
|
|
2024
Q4 | $1.53M | Sell |
20,289
-1,984
| -9% | -$150K | 0.59% | 18 |
|
|
2024
Q3 | $1.86M | Hold |
22,273
| – | – | 0.28% | 26 |
|
|
2024
Q2 | $1.74M | Hold |
22,273
| – | – | 0.32% | 26 |
|
|
2024
Q1 | $1.78M | Sell |
22,273
-4,092
| -16% | -$327K | 0.43% | 24 |
|
|
2023
Q4 | $1.99M | Hold |
26,365
| – | – | 0.5% | 22 |
|
|
2023
Q3 | $1.82M | Hold |
26,365
| – | – | 0.5% | 22 |
|
|
2023
Q2 | $1.91M | Hold |
26,365
| – | – | 0.58% | 20 |
|
|
2023
Q1 | $1.89M | Hold |
26,365
| – | – | 0.68% | 19 |
|
|
2022
Q4 | $1.73M | Sell |
26,365
-1,672
| -6% | -$110K | 0.61% | 21 |
|
|
2022
Q3 | $1.57M | Hold |
28,037
| – | – | 0.61% | 20 |
|
|
2022
Q2 | $1.75M | Hold |
28,037
| – | – | 0.65% | 18 |
|
|
2022
Q1 | $2.06M | Buy |
28,037
+1,672
| +6% | +$123K | 0.63% | 19 |
|
|
2021
Q4 | $2.07M | Hold |
26,365
| – | – | 0.56% | 19 |
|
|
2021
Q3 | $2.06M | Hold |
26,365
| – | – | 0.64% | 18 |
|
|
2021
Q2 | $2.08M | Hold |
26,365
| – | – | 0.63% | 16 |
|
|
2021
Q1 | $2M | Hold |
26,365
| – | – | 0.7% | 15 |
|
|
2020
Q4 | $1.92M | Hold |
26,365
| – | – | 0.78% | 15 |
|
|
2020
Q3 | $1.68M | Hold |
26,365
| – | – | 0.66% | 15 |
|
|
2020
Q2 | $1.61M | Hold |
26,365
| – | – | 0.68% | 17 |
|
|
2020
Q1 | $1.41M | Hold |
26,365
| – | – | 0.74% | 17 |
|
|
2019
Q4 | $1.83M | Hold |
26,365
| – | – | 1.33% | 10 |
|
|
2019
Q3 | $1.72M | Hold |
26,365
| – | – | 1.23% | 9 |
|
|
2019
Q2 | $1.73M | Hold |
26,365
| – | – | 1.18% | 9 |
|
|
2019
Q1 | $1.71M | Hold |
26,365
| – | – | 1.21% | 9 |
|
|
2018
Q4 | $1.55M | Hold |
26,365
| – | – | 1.21% | 9 |
|
|
2018
Q3 | $1.79M | Hold |
26,365
| – | – | 1.49% | 8 |
|
|
2018
Q2 | $1.77M | Hold |
26,365
| – | – | 7.42% | 5 |
|
|
2018
Q1 | $1.84M | Hold |
26,365
| – | – | 7.67% | 5 |
|
|
2017
Q4 | $1.85M | Hold |
26,365
| – | – | 8.13% | 5 |
|
|
2017
Q3 | $1.81M | Hold |
26,365
| – | – | 8.25% | 5 |
|
|
2017
Q2 | $1.72M | Hold |
26,365
| – | – | 8.27% | 5 |
|
|
2017
Q1 | $1.64M | Hold |
26,365
| – | – | 8.11% | 5 |
|
|
2016
Q4 | $1.52M | Hold |
26,365
| – | – | 7.99% | 5 |
|
|
2016
Q3 | $1.56M | Hold |
26,365
| – | – | 7.91% | 5 |
|
|
2016
Q2 | $1.47M | Hold |
26,365
| – | – | 7.82% | 5 |
|
|
2016
Q1 | $1.51M | Sell |
26,365
-320
| -1% | -$18.3K | 6.6% | 5 |
|
|
2015
Q4 | $1.57M | Hold |
26,685
| – | – | 6.2% | 5 |
|
|
2015
Q3 | $1.53M | Hold |
26,685
| – | – | 1.35% | 7 |
|
|
2015
Q2 | $1.69M | Hold |
26,685
| – | – | 1.34% | 8 |
|
|
2015
Q1 | $1.71M | Hold |
26,685
| – | – | 1.4% | 8 |
|
|
2014
Q4 | $1.62M | Buy |
26,685
+320
| +1% | +$19.5K | 1.44% | 8 |
|
|
2014
Q3 | $1.69M | Hold |
26,365
| – | – | 1.39% | 8 |
|
|
2014
Q2 | $1.77M | Hold |
26,365
| – | – | 2.09% | 6 |
|
|
2014
Q1 | $1.77M | Hold |
26,365
| – | – | 2.09% | 6 |
|
|
2013
Q4 | $1.77M | Hold |
26,365
| – | – | 1.99% | 6 |
|
|
2013
Q3 | $1.68M | Hold |
26,365
| – | – | 2.02% | 6 |
|
|
2013
Q2 | $1.51M | Buy |
+26,365
| New | +$1.51M | 2.01% | 6 |
|