Viewpoint Capital Management’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 | $2M | Sell |
22,427
-1,323
| -6% | -$118K | 0.98% | 31 |
|
|
2025
Q1 | $1.94M | Buy |
23,750
+2,095
| +10% | +$171K | 1.04% | 29 |
|
|
2024
Q4 | $1.64M | Buy |
21,655
+6,900
| +47% | +$522K | 0.86% | 32 |
|
|
2024
Q3 | $1.24M | Buy |
14,755
+2,215
| +18% | +$186K | 0.69% | 37 |
|
|
2024
Q2 | $982K | Hold |
12,540
| – | – | 0.6% | 43 |
|
|
2024
Q1 | $1M | Buy |
12,540
+240
| +2% | +$19.2K | 0.64% | 40 |
|
|
2023
Q4 | $927K | Hold |
12,300
| – | – | 0.65% | 41 |
|
|
2023
Q3 | $848K | Buy |
12,300
+200
| +2% | +$13.8K | 0.68% | 39 |
|
|
2023
Q2 | $877K | Buy |
12,100
+4,125
| +52% | +$299K | 0.68% | 39 |
|
|
2023
Q1 | $570K | Sell |
7,975
-70
| -0.9% | -$5.01K | 0.51% | 47 |
|
|
2022
Q4 | $528K | Sell |
8,045
-30
| -0.4% | -$1.97K | 0.51% | 47 |
|
|
2022
Q3 | $452K | Hold |
8,075
| – | – | 0.45% | 52 |
|
|
2022
Q2 | $505K | Sell |
8,075
-87
| -1% | -$5.44K | 0.47% | 49 |
|
|
2022
Q1 | $601K | Hold |
8,162
| – | – | 0.46% | 48 |
|
|
2021
Q4 | $642K | Buy |
+8,162
| New | +$642K | 0.47% | 50 |
|