Texas Capital Bank Wealth Management Services’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 | $2.71M | Sell |
30,306
-4,513
| -13% | -$403K | 0.25% | 57 |
|
|
2025
Q1 | $2.85M | Hold |
34,819
| – | – | 0.29% | 50 |
|
|
2024
Q4 | $2.63M | Sell |
34,819
-133
| -0.4% | -$10.1K | 0.27% | 48 |
|
|
2024
Q3 | $2.92M | Sell |
34,952
-12,925
| -27% | -$1.08M | 0.29% | 43 |
|
|
2024
Q2 | $3.75M | Buy |
47,877
+7,212
| +18% | +$565K | 0.39% | 43 |
|
|
2024
Q1 | $3.25M | Buy |
40,665
+211
| +0.5% | +$16.9K | 0.36% | 45 |
|
|
2023
Q4 | $3.05M | Sell |
40,454
-25,357
| -39% | -$1.91M | 0.36% | 44 |
|
|
2023
Q3 | $4.54M | Sell |
65,811
-5,240
| -7% | -$361K | 0.57% | 44 |
|
|
2023
Q2 | $5.15M | Buy |
71,051
+8,939
| +14% | +$648K | 0.55% | 50 |
|
|
2023
Q1 | $4.44M | Buy |
62,112
+8,028
| +15% | +$574K | 0.51% | 48 |
|
|
2022
Q4 | $3.55M | Buy |
54,084
+9,182
| +20% | +$603K | 0.43% | 48 |
|
|
2022
Q3 | $2.52M | Buy |
44,902
+4,813
| +12% | +$270K | 0.32% | 54 |
|
|
2022
Q2 | $2.51M | Sell |
40,089
-150
| -0.4% | -$9.37K | 0.29% | 54 |
|
|
2022
Q1 | $2.96M | Sell |
40,239
-15
| -0% | -$1.1K | 0.27% | 52 |
|
|
2021
Q4 | $3.17M | Buy |
40,254
+7,322
| +22% | +$576K | 0.27% | 50 |
|
|
2021
Q3 | $2.57M | Sell |
32,932
-339
| -1% | -$26.4K | 0.26% | 52 |
|
|
2021
Q2 | $2.62M | Buy |
33,271
+1,102
| +3% | +$86.9K | 0.33% | 54 |
|
|
2021
Q1 | $2.44M | Sell |
32,169
-529
| -2% | -$40.1K | 0.35% | 51 |
|
|
2020
Q4 | $2.39M | Sell |
32,698
-31,218
| -49% | -$2.28M | 0.35% | 56 |
|
|
2020
Q3 | $4.07M | Sell |
63,916
-8,152
| -11% | -$519K | 0.66% | 32 |
|
|
2020
Q2 | $4.39M | Sell |
72,068
-26,138
| -27% | -$1.59M | 0.98% | 18 |
|
|
2020
Q1 | $5.25M | Sell |
98,206
-41,959
| -30% | -$2.24M | 1.5% | 14 |
|
|
2019
Q4 | $9.73M | Buy |
+140,165
| New | +$9.73M | 2.15% | 11 |
|