Signature Estate & Investment Advisors’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 | $320K | Buy |
3,585
+816
| +29% | +$72.9K | 0.01% | 448 |
|
|
2025
Q1 | $226K | Sell |
2,769
-27
| -1% | -$2.21K | 0.01% | 504 |
|
|
2024
Q4 | $211K | Buy |
2,796
+34
| +1% | +$2.57K | 0.01% | 499 |
|
|
2024
Q3 | $231K | Sell |
2,762
-313
| -10% | -$26.2K | 0.01% | 469 |
|
|
2024
Q2 | $241K | Buy |
+3,075
| New | +$241K | 0.01% | 449 |
|
|
2020
Q1 | – | Sell |
-3,946
| Closed | -$274K | – | 140 |
|
|
2019
Q4 | $274K | Sell |
3,946
-194
| -5% | -$13.5K | 0.02% | 143 |
|
|
2019
Q3 | $270K | Sell |
4,140
-857
| -17% | -$55.9K | 0.02% | 135 |
|
|
2019
Q2 | $328K | Buy |
4,997
+917
| +22% | +$60.2K | 0.02% | 128 |
|
|
2019
Q1 | $265K | Sell |
4,080
-1,585
| -28% | -$103K | 0.02% | 136 |
|
|
2018
Q4 | $333K | Sell |
5,665
-21,000
| -79% | -$1.23M | 0.03% | 126 |
|
|
2018
Q3 | $1.81M | Buy |
26,665
+11,583
| +77% | +$788K | 0.16% | 60 |
|
|
2018
Q2 | $1.01M | Sell |
15,082
-200
| -1% | -$13.4K | 0.1% | 89 |
|
|
2018
Q1 | $1.07M | Buy |
15,282
+1,319
| +9% | +$91.9K | 0.11% | 78 |
|
|
2017
Q4 | $982K | Buy |
13,963
+688
| +5% | +$48.4K | 0.1% | 86 |
|
|
2017
Q3 | $909K | Sell |
13,275
-435
| -3% | -$29.8K | 0.1% | 82 |
|
|
2017
Q2 | $894K | Buy |
13,710
+3,358
| +32% | +$219K | 0.11% | 75 |
|
|
2017
Q1 | $645K | Buy |
10,352
+4,935
| +91% | +$307K | 0.08% | 80 |
|
|
2016
Q4 | $313K | Buy |
5,417
+3,070
| +131% | +$177K | 0.04% | 108 |
|
|
2016
Q3 | $139K | Sell |
2,347
-313
| -12% | -$18.5K | 0.02% | 136 |
|
|
2016
Q2 | $148K | Buy |
+2,660
| New | +$148K | 0.02% | 141 |
|