AMI Investment 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
Q3 | $323K | Hold |
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|
2025
Q2 | $309K | Sell |
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|
2025
Q1 | $302K | Sell |
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|
2024
Q4 | $282K | Sell |
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|
2024
Q3 | $351K | Hold |
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|
2024
Q2 | $328K | Hold |
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|
2024
Q1 | $335K | Sell |
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|
2023
Q4 | $323K | Buy |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $272K | Hold |
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|
2022
Q4 | $250K | Hold |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $243K | Sell |
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|
2022
Q1 | $312K | Sell |
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|
2021
Q4 | $334K | Hold |
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|
2021
Q3 | $331K | Hold |
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|
2021
Q2 | $334K | Hold |
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|
2021
Q1 | $322K | Hold |
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|
2020
Q4 | $309K | Sell |
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|
2020
Q3 | $271K | Sell |
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|
2020
Q2 | $276K | Sell |
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|
2020
Q1 | $245K | Sell |
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|
2019
Q4 | $322K | Buy |
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|
2019
Q3 | $299K | Sell |
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|
2019
Q2 | $305K | Hold |
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|
2019
Q1 | $301K | Hold |
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|
2018
Q4 | $273K | Buy |
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|
2018
Q3 | $299K | Hold |
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|
2018
Q2 | $295K | Sell |
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|
2018
Q1 | $329K | Buy |
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|
2017
Q4 | $322K | Sell |
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|
2017
Q3 | $357K | Sell |
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|
2017
Q2 | $360K | Sell |
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|
2017
Q1 | $367K | Sell |
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|
2016
Q4 | $414K | Sell |
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|
2016
Q3 | $433K | Hold |
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|
2016
Q2 | $409K | Sell |
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|
2016
Q1 | $423K | Hold |
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|
2015
Q4 | $435K | Buy |
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|
2015
Q3 | $425K | Buy |
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|
2015
Q2 | $470K | Sell |
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|
2015
Q1 | $477K | Sell |
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|
2014
Q4 | $461K | Sell |
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|
2014
Q3 | $494K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.02M | Sell |
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|
2013
Q4 | $1.06M | Sell |
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|
2013
Q3 | $1.45M | Sell |
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|
2013
Q2 | $1.33M | Buy |
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