Avidian Wealth Enterprises’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
$5.65M Sell
2025
Q2
$6.71M Buy
2025
Q1
$6.07M Sell
2024
Q4
$6.89M Sell
2024
Q3
$7.73M Buy
2024
Q2
$7.23M Buy
2024
Q1
$5.94M Sell
2023
Q4
$5.81M Sell
2023
Q3
$5.71M Buy
2023
Q2
$5.71M Buy
2023
Q1
$4.35M Buy
2022
Q4
$532K Sell
2022
Q3
$470K Sell
2022
Q2
$690K Sell
2022
Q1
$915K Sell
2021
Q4
$1.07M Buy
2020
Q4
Sell
2020
Q3
$361K Sell
2020
Q2
$360K Buy
2020
Q1
$276K Sell
2019
Q4
$861K Sell
2019
Q3
$816K Buy