Annex Advisory Services’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
2017
Q4
Sell
2017
Q3
$497K Buy
2016
Q3
Sell
2016
Q2
$207K Sell
2016
Q1
$230K Sell
2015
Q4
$258K Buy
2015
Q3
$246K Buy
2015
Q2
$242K Hold
2015
Q1
$245K Sell
2014
Q4
$252K Buy
2014
Q3
$265K Buy
2014
Q2
$269K Hold
2014
Q1
$264K Sell
2013
Q4
$294K Sell
2013
Q3
$307K Buy
2013
Q2
$213K Buy