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 |
|