Adell Harriman & Carpenter’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $370K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $396K | Sell |
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|
2018
Q4 | $590K | Sell |
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|
2018
Q3 | $825K | Buy |
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|
2018
Q2 | $790K | Buy |
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|
2018
Q1 | $560K | Buy |
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|
2017
Q4 | $383K | Sell |
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|
2017
Q3 | $423K | Sell |
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|
2017
Q2 | $406K | Sell |
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|
2017
Q1 | $400K | Sell |
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|
2016
Q4 | $434K | Sell |
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|
2016
Q3 | $569K | Sell |
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|
2016
Q2 | $754K | Sell |
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|
2016
Q1 | $957K | Sell |
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|
2015
Q4 | $1.19M | Sell |
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|
2015
Q3 | $1.21M | Sell |
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|
2015
Q2 | $1.39M | Buy |
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|
2015
Q1 | $947K | Buy |
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|
2014
Q4 | $594K | Sell |
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|
2014
Q3 | $783K | Hold |
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|
2014
Q2 | $783K | Buy |
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|
2014
Q1 | $523K | Buy |
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|
2013
Q4 | $368K | Buy |
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