Zeke Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,808
| Closed | -$247K | – | 569 |
|
|
2019
Q1 | $247K | Sell |
3,808
-17,298
| -82% | -$1.12M | 0.02% | 508 |
|
|
2018
Q4 | $1.24M | Buy |
+21,106
| New | +$1.24M | 0.12% | 158 |
|
|
2017
Q3 | – | Sell |
-100,690
| Closed | -$6.57M | – | 434 |
|
|
2017
Q2 | $6.57M | Hold |
100,690
| – | – | 1.27% | 10 |
|
|
2017
Q1 | $6.27M | Buy |
100,690
+44,200
| +78% | +$2.75M | 1.28% | 11 |
|
|
2016
Q4 | $3.26M | Buy |
+56,490
| New | +$3.26M | 0.88% | 12 |
|
|
2016
Q3 | – | Sell |
-92,980
| Closed | -$5.19M | – | 83 |
|
|
2016
Q2 | $5.19M | Buy |
+92,980
| New | +$5.19M | 2.88% | 9 |
|