Shorepoint Capital Partners’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
Q1
$4.04M Sell
49,443
-1,996
-4% -$163K 0.91% 49
2024
Q4
$3.89M Buy
51,439
+174
+0.3% +$13.2K 0.89% 42
2024
Q3
$4.29M Sell
51,265
-10,748
-17% -$899K 0.98% 40
2024
Q2
$4.86M Buy
62,013
+351
+0.6% +$27.5K 1.14% 33
2024
Q1
$4.92M Sell
61,662
-1,518
-2% -$121K 1.2% 35
2023
Q4
$4.76M Buy
63,180
+49,668
+368% +$3.74M 1.28% 29
2023
Q3
$931K Sell
13,512
-1,785
-12% -$123K 0.27% 81
2023
Q2
$1.11M Buy
15,297
+1,375
+10% +$99.7K 0.31% 79
2023
Q1
$996K Sell
13,922
-125
-0.9% -$8.94K 0.29% 84
2022
Q4
$922K Buy
+14,047
New +$922K 0.26% 92