Alpha Omega Wealth Management’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 | $792K | Buy |
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|
2025
Q1 | $712K | Hold |
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|
2024
Q4 | $658K | Buy |
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|
2024
Q3 | $718K | Hold |
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|
2024
Q2 | $673K | Buy |
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|
2024
Q1 | $674K | Sell |
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|
2023
Q4 | $654K | Buy |
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|
2023
Q3 | $591K | Hold |
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|
2023
Q2 | $622K | Buy |
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|
2023
Q1 | $603K | Hold |
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|
2022
Q4 | $553K | Buy |
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|
2022
Q3 | $470K | Buy |
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|
2022
Q2 | $460K | Buy |
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|
2022
Q1 | $529K | Hold |
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|
2021
Q4 | $568K | Buy |
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|
2021
Q3 | $550K | Hold |
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|
2021
Q2 | $556K | Buy |
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|
2021
Q1 | $528K | Hold |
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|
2020
Q4 | $508K | Buy |
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|
2020
Q3 | $439K | Hold |
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|
2020
Q2 | $420K | Sell |
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|
2020
Q1 | $484K | Buy |
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|
2019
Q4 | $518K | Buy |
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|
2019
Q3 | $456K | Buy |
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|
2019
Q2 | $338K | Hold |
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|
2019
Q1 | $334K | Hold |
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|
2018
Q4 | $302K | Buy |
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|
2018
Q3 | $227K | Hold |
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|
2018
Q2 | $224K | Hold |
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|
2018
Q1 | $233K | Hold |
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|
2017
Q4 | $235K | Sell |
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|
2017
Q3 | $347K | Buy |
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|
2017
Q2 | $296K | Buy |
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|
2017
Q1 | $208K | Buy |
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|
2016
Q4 | $176K | Buy |
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|
2016
Q3 | $149K | Buy |
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|
2016
Q2 | $133K | Buy |
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|
2016
Q1 | $122K | Buy |
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|
2015
Q4 | $113K | Buy |
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