Stifel Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.17M | Sell |
18,283
-2,311
| -11% | -$148K | 0.22% | 114 |
|
|
2014
Q2 | $1.41M | Hold |
20,594
| – | – | 0.26% | 103 |
|
|
2014
Q1 | $1.38M | Sell |
20,594
-1,000
| -5% | -$67.2K | 0.26% | 101 |
|
|
2013
Q4 | $1.45M | Hold |
21,594
| – | – | 0.27% | 95 |
|
|
2013
Q3 | $1.38M | Hold |
21,594
| – | – | 0.27% | 100 |
|
|
2013
Q2 | $1.24M | Buy |
+21,594
| New | +$1.24M | 0.26% | 102 |
|