ARIS
Advanced Research Investment Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-135
| Closed | -$8K | – | 66 |
|
|
2022
Q3 | $8K | Hold |
135
| – | – | ﹤0.01% | 135 |
|
|
2022
Q2 | $8K | Hold |
135
| – | – | ﹤0.01% | 103 |
|
|
2022
Q1 | $10K | Sell |
135
-325
| -71% | -$24.1K | ﹤0.01% | 144 |
|
|
2021
Q4 | $36K | Hold |
460
| – | – | 0.01% | 99 |
|
|
2021
Q3 | $35.9K | Hold |
460
| – | – | 0.02% | 86 |
|
|
2021
Q2 | $36K | Hold |
460
| – | – | 0.03% | 32 |
|
|
2021
Q1 | $35K | Hold |
460
| – | – | 0.04% | 26 |
|
|
2020
Q4 | $34K | Buy |
+460
| New | +$34K | 0.05% | 24 |
|