Verum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Buy |
4,430
+1
| +0% | +$89 | 0.09% | 115 |
|
|
2025
Q1 | $362K | Hold |
4,429
| – | – | 0.1% | 109 |
|
|
2024
Q4 | $335K | Hold |
4,429
| – | – | 0.1% | 113 |
|
|
2024
Q3 | $370K | Hold |
4,429
| – | – | 0.11% | 108 |
|
|
2024
Q2 | $347K | Sell |
4,429
-25
| -0.6% | -$1.96K | 0.11% | 106 |
|
|
2024
Q1 | $356K | Sell |
4,454
-9
| -0.2% | -$719 | 0.13% | 102 |
|
|
2023
Q4 | $336K | Sell |
4,463
-202
| -4% | -$15.2K | 0.13% | 98 |
|
|
2023
Q3 | $322K | Buy |
4,665
+62
| +1% | +$4.27K | 0.14% | 98 |
|
|
2023
Q2 | $334K | Buy |
4,603
+4
| +0.1% | +$290 | 0.3% | 65 |
|
|
2023
Q1 | $329K | Hold |
4,599
| – | – | 0.35% | 47 |
|
|
2022
Q4 | $302K | Buy |
+4,599
| New | +$302K | 0.37% | 51 |
|