AAM
Aureus Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,372
| Closed | -$255K | – | 207 |
|
|
2024
Q4 | $255K | Buy |
+3,372
| New | +$255K | 0.02% | 180 |
|
|
2023
Q1 | – | Sell |
-15,293
| Closed | -$1M | – | 187 |
|
|
2022
Q4 | $1M | Buy |
+15,293
| New | +$1M | 0.09% | 94 |
|
|
2016
Q1 | – | Sell |
-5,910
| Closed | -$347K | – | 119 |
|
|
2015
Q4 | $347K | Buy |
+5,910
| New | +$347K | 0.08% | 90 |
|