St. Clair 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
Q1 | – | Sell |
-48,312
| Closed | -$3.65M | – | 82 |
|
|
2024
Q4 | $3.65M | Buy |
+48,312
| New | +$3.65M | 1.05% | 17 |
|
|
2024
Q1 | – | Sell |
-29,447
| Closed | -$2.22M | – | 81 |
|
|
2023
Q4 | $2.22M | Buy |
29,447
+24,549
| +501% | +$1.85M | 0.76% | 25 |
|
|
2023
Q3 | $338K | Buy |
+4,898
| New | +$338K | 0.13% | 70 |
|
|
2023
Q1 | – | Sell |
-4,495
| Closed | -$295K | – | 79 |
|
|
2022
Q4 | $295K | Buy |
+4,495
| New | +$295K | 0.19% | 50 |
|
|
2022
Q3 | – | Sell |
-14,954
| Closed | -$934K | – | 43 |
|
|
2022
Q2 | $934K | Buy |
14,954
+6,489
| +77% | +$405K | 0.76% | 18 |
|
|
2022
Q1 | $623K | Sell |
8,465
-33,648
| -80% | -$2.48M | 0.42% | 22 |
|
|
2021
Q4 | $3.31M | Buy |
42,113
+36,156
| +607% | +$2.84M | 1.9% | 12 |
|
|
2021
Q3 | $465K | Buy |
+5,957
| New | +$465K | 0.32% | 29 |
|