Strategic Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,917
| Closed | -$245K | – | 64 |
|
|
2022
Q2 | $245K | Hold |
3,917
| – | – | 0.14% | 54 |
|
|
2022
Q1 | $288K | Sell |
3,917
-25
| -0.6% | -$1.84K | 0.15% | 55 |
|
|
2021
Q4 | $310K | Hold |
3,942
| – | – | 0.15% | 57 |
|
|
2021
Q3 | $308K | Sell |
3,942
-50
| -1% | -$3.91K | 0.17% | 56 |
|
|
2021
Q2 | $315K | Sell |
3,992
-51
| -1% | -$4.02K | 0.17% | 55 |
|
|
2021
Q1 | $307K | Sell |
4,043
-935
| -19% | -$71K | 0.18% | 55 |
|
|
2020
Q4 | $363K | Sell |
4,978
-311
| -6% | -$22.7K | 0.24% | 49 |
|
|
2020
Q3 | $337K | Sell |
5,289
-75
| -1% | -$4.78K | 0.26% | 46 |
|
|
2020
Q2 | $327K | Sell |
5,364
-35
| -0.6% | -$2.13K | 0.27% | 47 |
|
|
2020
Q1 | $289K | Sell |
5,399
-20
| -0.4% | -$1.07K | 0.31% | 48 |
|
|
2019
Q4 | $376K | Buy |
+5,419
| New | +$376K | 0.31% | 52 |
|