Sound Stewardship’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 | $449K | Sell |
5,021
-148
| -3% | -$13.2K | 0.23% | 43 |
|
|
2025
Q1 | $422K | Buy |
5,169
+39
| +0.8% | +$3.19K | 0.24% | 42 |
|
|
2024
Q4 | $388K | Buy |
5,130
+287
| +6% | +$21.7K | 0.23% | 42 |
|
|
2024
Q3 | $405K | Hold |
4,843
| – | – | 0.23% | 42 |
|
|
2024
Q2 | $379K | Buy |
4,843
+4
| +0.1% | +$313 | 0.23% | 44 |
|
|
2024
Q1 | $386K | Sell |
4,839
-20
| -0.4% | -$1.6K | 0.23% | 45 |
|
|
2023
Q4 | $366K | Buy |
4,859
+299
| +7% | +$22.5K | 0.24% | 51 |
|
|
2023
Q3 | $314K | Hold |
4,560
| – | – | 0.21% | 53 |
|
|
2023
Q2 | $331K | Sell |
4,560
-127
| -3% | -$9.21K | 0.22% | 53 |
|
|
2023
Q1 | $335K | Buy |
4,687
+505
| +12% | +$36.1K | 0.23% | 50 |
|
|
2022
Q4 | $274K | Buy |
+4,182
| New | +$274K | 0.2% | 51 |
|