Sowell Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Sowell Financial Services’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.49M	Sell	39,075 -13	-0%	-$1.16K	0.14%	150
2025 Q1	$3.19M	Sell	39,088 -2,384	-6%	-$195K	0.15%	147
2024 Q4	$3.14M	Buy	41,472 +7,563	+22%	+$572K	0.16%	142
2024 Q3	$2.84M	Sell	33,909 -5,030	-13%	-$421K	0.13%	178
2024 Q2	$3.05M	Buy	38,939 +41	+0.1%	+$3.21K	0.15%	156
2024 Q1	$3.11M	Buy	38,898 +450	+1%	+$35.9K	0.15%	161
2023 Q4	$2.9M	Buy	38,448 +1,327	+4%	+$100K	0.16%	151
2023 Q3	$2.56M	Buy	37,121 +21,523	+138%	+$1.48M	0.16%	151
2023 Q2	$1.13M	Buy	15,598 +2,126	+16%	+$154K	0.06%	331
2023 Q1	$963K	Sell	13,472 -60	-0.4%	-$4.29K	0.07%	300
2022 Q4	$888K	Sell	13,532 -5,334	-28%	-$350K	0.06%	333
2022 Q3	$1.06M	Buy	+18,866	New	+$1.06M	0.11%	230
2022 Q1	–	Sell	-41,799	Closed	-$3.3M	–	243
2021 Q4	$3.3M	Buy	41,799 +8,697	+26%	+$686K	0.19%	122
2021 Q3	$2.58M	Buy	33,102 +3,989	+14%	+$311K	0.17%	142
2021 Q2	$2.3M	Sell	29,113 -755	-3%	-$59.5K	0.15%	167
2021 Q1	$2.38M	Buy	29,868 +8,720	+41%	+$693K	0.08%	218
2020 Q4	$1.54M	Buy	21,148 +9,063	+75%	+$661K	0.07%	247
2020 Q3	$769K	Sell	12,085 -968	-7%	-$61.6K	0.04%	361
2020 Q2	$795K	Sell	13,053 -28,890	-69%	-$1.76M	0.04%	337
2020 Q1	$809K	Sell	41,943 -22,430	-35%	-$433K	0.06%	282
2019 Q4	$4.47M	Sell	64,373 -4,430	-6%	-$308K	0.34%	59
2019 Q3	$4.49M	Buy	+68,803	New	+$4.49M	0.37%	57
2019 Q1	$4.2M	Buy	64,747 +1,754	+3%	+$114K	0.47%	44
2018 Q4	$3.7M	Buy	+62,993	New	+$3.7M	0.52%	41
2018 Q3	–	Sell	-42,561	Closed	-$2.83M	–	384
2018 Q2	$2.83M	Buy	42,561 +605	+1%	+$40.2K	0.6%	43
2018 Q1	$2.96M	Buy	41,956 +7,299	+21%	+$514K	0.74%	35
2017 Q4	$2.56M	Buy	34,657 +19,148	+123%	+$1.41M	0.62%	47
2017 Q3	$1.08M	Sell	15,509 -850	-5%	-$59.2K	0.28%	81
2017 Q2	$1.1M	Buy	16,359 +3,064	+23%	+$206K	0.31%	70
2017 Q1	$881K	Buy	13,295 +4,006	+43%	+$265K	0.26%	88
2016 Q4	$562K	Buy	+9,289	New	+$562K	0.19%	109