55I LLC’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$9.16M Buy
2022
Q2
$2.42M Buy
2022
Q1
$2.61M Sell
2021
Q4
$3.25M Sell
2021
Q3
$5.04M Buy
2021
Q2
$2.37M Buy
2021
Q1
$1.39M Buy
2020
Q4
$311K Sell
2020
Q3
$1.27M Buy
2020
Q2
$694K Sell
2020
Q1
$1.3M Buy
2019
Q4
$280K Hold
2019
Q3
$263K Sell
2019
Q2
$365K Buy
2019
Q1
$253K Buy