Stephenson & Company’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 | $917K | Sell |
10,257
-49
| -0.5% | -$4.38K | 0.56% | 19 |
|
|
2025
Q1 | $842K | Hold |
10,306
| – | – | 0.55% | 19 |
|
|
2024
Q4 | $779K | Hold |
10,306
| – | – | 0.52% | 19 |
|
|
2024
Q3 | $862K | Hold |
10,306
| – | – | 0.58% | 19 |
|
|
2024
Q2 | $807K | Hold |
10,306
| – | – | 0.6% | 19 |
|
|
2024
Q1 | $823K | Buy |
10,306
+407
| +4% | +$32.5K | 0.6% | 19 |
|
|
2023
Q4 | $746K | Buy |
+9,899
| New | +$746K | 0.63% | 19 |
|