Sunburst Financial Group’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 | $1.34M | Sell |
14,953
-4
| -0% | -$358 | 0.3% | 39 |
|
|
2025
Q1 | $1.22M | Sell |
14,957
-24
| -0.2% | -$1.96K | 0.3% | 39 |
|
|
2024
Q4 | $1.13M | Sell |
14,981
-450
| -3% | -$34K | 0.28% | 43 |
|
|
2024
Q3 | $1.29M | Sell |
15,431
-228
| -1% | -$19.1K | 0.33% | 40 |
|
|
2024
Q2 | $1.23M | Sell |
15,659
-92
| -0.6% | -$7.21K | 0.33% | 38 |
|
|
2024
Q1 | $1.25M | Hold |
15,751
| – | – | 0.35% | 38 |
|
|
2023
Q4 | $1.19M | Sell |
15,751
-613
| -4% | -$46.2K | 0.37% | 36 |
|
|
2023
Q3 | $1.13M | Sell |
16,364
-160
| -1% | -$11K | 0.4% | 35 |
|
|
2023
Q2 | $1.2M | Sell |
16,524
-15
| -0.1% | -$1.09K | 0.42% | 37 |
|
|
2023
Q1 | $1.18M | Sell |
16,539
-312
| -2% | -$22.3K | 0.44% | 34 |
|
|
2022
Q4 | $1.11M | Buy |
16,851
+1,504
| +10% | +$98.7K | 0.44% | 33 |
|
|
2022
Q3 | $860K | Sell |
15,347
-1,275
| -8% | -$71.4K | 0.42% | 31 |
|
|
2022
Q2 | $1.04M | Buy |
16,622
+4,830
| +41% | +$302K | 0.5% | 28 |
|
|
2022
Q1 | $868K | Sell |
11,792
-110
| -0.9% | -$8.1K | 0.43% | 27 |
|
|
2021
Q4 | $936K | Sell |
11,902
-602
| -5% | -$47.3K | 0.48% | 27 |
|
|
2021
Q3 | $975K | Buy |
12,504
+44
| +0.4% | +$3.43K | 0.6% | 21 |
|
|
2021
Q2 | $983K | Sell |
12,460
-1,058
| -8% | -$83.5K | 0.63% | 20 |
|
|
2021
Q1 | $1.03M | Sell |
13,518
-18
| -0.1% | -$1.37K | 0.71% | 20 |
|
|
2020
Q4 | $988K | Sell |
13,536
-1,566
| -10% | -$114K | 0.74% | 18 |
|
|
2020
Q3 | $961K | Buy |
15,102
+231
| +2% | +$14.7K | 0.81% | 16 |
|
|
2020
Q2 | $905K | Sell |
14,871
-558
| -4% | -$34K | 0.82% | 17 |
|
|
2020
Q1 | $825K | Buy |
15,429
+6,692
| +77% | +$358K | 0.87% | 16 |
|
|
2019
Q4 | $607K | Buy |
+8,737
| New | +$607K | 0.53% | 21 |
|