Stone Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.06M | Sell |
14,842
-52,303
| -78% | -$3.74M | 1.7% | 15 |
|
|
2022
Q4 | $4.41M | Buy |
67,145
+9,442
| +16% | +$620K | 2.74% | 14 |
|
|
2022
Q3 | $3.23M | Buy |
57,703
+16,993
| +42% | +$952K | 2.11% | 14 |
|
|
2022
Q2 | $2.54M | Buy |
40,710
+19,252
| +90% | +$1.2M | 1.6% | 17 |
|
|
2022
Q1 | $1.58M | Buy |
21,458
+7,943
| +59% | +$584K | 0.88% | 24 |
|
|
2021
Q4 | $1.06M | Buy |
+13,515
| New | +$1.06M | 0.63% | 19 |
|