Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $623K | Buy |
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|
2022
Q1 | $512K | Hold |
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|
2021
Q4 | $547K | Sell |
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|
2021
Q3 | $566K | Buy |
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|
2021
Q2 | $549K | Hold |
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|
2021
Q1 | $528K | Sell |
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|
2020
Q4 | $569K | Buy |
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|
2020
Q3 | $338K | Sell |
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|
2020
Q2 | $323K | Sell |
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|
2020
Q1 | $458K | Sell |
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|
2019
Q4 | $1.2M | Buy |
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|
2019
Q3 | $1.07M | Sell |
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|
2019
Q2 | $1.09M | Sell |
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|
2019
Q1 | $1.84M | Sell |
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|
2018
Q4 | $1.72M | Sell |
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|
2018
Q3 | $2.45M | Sell |
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|
2018
Q2 | $2.9M | Buy |
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|
2018
Q1 | $2.83M | Sell |
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|
2017
Q4 | $2.86M | Buy |
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