Waterloo Capital’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 | $658K | Buy |
+7,360
| New | +$658K | 0.05% | 231 |
|
|
2024
Q2 | – | Sell |
-6,185
| Closed | -$494K | – | 351 |
|
|
2024
Q1 | $494K | Buy |
+6,185
| New | +$494K | 0.06% | 226 |
|
|
2023
Q3 | – | Sell |
-41,739
| Closed | -$3.03M | – | 200 |
|
|
2023
Q2 | $3.03M | Sell |
41,739
-12,027
| -22% | -$872K | 0.89% | 27 |
|
|
2023
Q1 | $3.85M | Buy |
+53,766
| New | +$3.85M | 1.19% | 24 |
|