YHB Investment Advisors’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 | $512K | Buy |
5,726
+224
| +4% | +$20K | 0.04% | 206 |
|
|
2025
Q1 | $450K | Buy |
5,502
+30
| +0.5% | +$2.45K | 0.04% | 213 |
|
|
2024
Q4 | $414K | Sell |
5,472
-75
| -1% | -$5.67K | 0.03% | 209 |
|
|
2024
Q3 | $464K | Hold |
5,547
| – | – | 0.04% | 207 |
|
|
2024
Q2 | $435K | Sell |
5,547
-89
| -2% | -$6.97K | 0.04% | 206 |
|
|
2024
Q1 | $450K | Sell |
5,636
-130
| -2% | -$10.4K | 0.04% | 203 |
|
|
2023
Q4 | $434K | Sell |
5,766
-75
| -1% | -$5.65K | 0.04% | 197 |
|
|
2023
Q3 | $403K | Hold |
5,841
| – | – | 0.04% | 201 |
|
|
2023
Q2 | $423K | Buy |
5,841
+581
| +11% | +$42.1K | 0.04% | 199 |
|
|
2023
Q1 | $376K | Sell |
5,260
-225
| -4% | -$16.1K | 0.04% | 210 |
|
|
2022
Q4 | $360K | Sell |
5,485
-491
| -8% | -$32.2K | 0.04% | 206 |
|
|
2022
Q3 | $335K | Sell |
5,976
-213
| -3% | -$11.9K | 0.04% | 212 |
|
|
2022
Q2 | $387K | Sell |
6,189
-1,182
| -16% | -$73.9K | 0.04% | 206 |
|
|
2022
Q1 | $543K | Sell |
7,371
-16,990
| -70% | -$1.25M | 0.05% | 193 |
|
|
2021
Q4 | $1.92M | Buy |
24,361
+4,231
| +21% | +$333K | 0.15% | 133 |
|
|
2021
Q3 | $1.57M | Buy |
20,130
+578
| +3% | +$45.1K | 0.14% | 143 |
|
|
2021
Q2 | $1.54M | Buy |
19,552
+242
| +1% | +$19.1K | 0.13% | 146 |
|
|
2021
Q1 | $1.53M | Buy |
19,310
+417
| +2% | +$33.1K | 0.13% | 143 |
|
|
2020
Q4 | $1.38M | Buy |
18,893
+671
| +4% | +$48.9K | 0.13% | 144 |
|
|
2020
Q3 | $1.16M | Buy |
+18,222
| New | +$1.16M | 0.13% | 144 |
|