Urban Financial Advisory Corp’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 | $2.43M | Sell |
27,161
-3,004
| -10% | -$269K | 1.22% | 9 |
|
2025
Q1 | $2.47M | Hold |
30,165
| – | – | 1.36% | 9 |
|
2024
Q4 | $2.28M | Buy |
30,165
+417
| +1% | +$31.5K | 1.25% | 9 |
|
2024
Q3 | $2.49M | Sell |
29,748
-2,839
| -9% | -$237K | 1.37% | 9 |
|
2024
Q2 | $2.55M | Sell |
32,587
-5,525
| -14% | -$433K | 1.56% | 9 |
|
2024
Q1 | $3.04M | Sell |
38,112
-735
| -2% | -$58.7K | 1.87% | 7 |
|
2023
Q4 | $2.93M | Buy |
+38,847
| New | +$2.93M | 2.23% | 6 |
|