SMI Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,203
| Closed | -$254K | – | 59 |
|
|
2024
Q2 | $254K | Buy |
+3,203
| New | +$254K | 0.06% | 50 |
|
|
2023
Q1 | $43.4M | Buy |
+660,801
| New | +$43.4M | 14.52% | 4 |
|
|
2022
Q1 | – | Sell |
-493,623
| Closed | -$38.8M | – | 37 |
|
|
2021
Q4 | $38.8M | Buy |
493,623
+2,996
| +0.6% | +$236K | 14.77% | 2 |
|
|
2021
Q3 | $38.3M | Buy |
490,627
+20,378
| +4% | +$1.59M | 17.14% | 1 |
|
|
2021
Q2 | $37.1M | Buy |
470,249
+21,312
| +5% | +$1.68M | 15.9% | 2 |
|
|
2021
Q1 | $34.1M | Buy |
+448,937
| New | +$34.1M | 15.46% | 1 |
|