Union Savings Bank’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 | $123K | Hold |
1,407
| – | – | 0.06% | 159 |
|
|
2025
Q1 | $115K | Hold |
1,407
| – | – | 0.06% | 164 |
|
|
2024
Q4 | $106K | Hold |
1,407
| – | – | 0.05% | 166 |
|
|
2024
Q3 | $118K | Hold |
1,407
| – | – | 0.06% | 167 |
|
|
2024
Q2 | $110K | Sell |
1,407
-800
| -36% | -$62.7K | 0.06% | 170 |
|
|
2024
Q1 | $176K | Sell |
2,207
-218
| -9% | -$17.4K | 0.09% | 132 |
|
|
2023
Q4 | $183K | Hold |
2,425
| – | – | 0.1% | 128 |
|
|
2023
Q3 | $167K | Sell |
2,425
-2,320
| -49% | -$160K | 0.1% | 130 |
|
|
2023
Q2 | $353K | Buy |
+4,745
| New | +$353K | 0.21% | 97 |
|