Ballast Advisors’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 | $50K | Hold |
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|
2025
Q2 | $47.9K | Hold |
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|
2025
Q1 | $43.8K | Sell |
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|
2024
Q4 | $107K | Sell |
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|
2024
Q3 | $151K | Sell |
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|
2024
Q2 | $142K | Sell |
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|
2024
Q1 | $149K | Sell |
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|
2023
Q4 | $148K | Sell |
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|
2023
Q3 | $140K | Sell |
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|
2023
Q2 | $165K | Sell |
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|
2023
Q1 | $179K | Sell |
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|
2022
Q4 | $185K | Sell |
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|
2022
Q3 | $185K | Sell |
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|
2022
Q2 | $254K | Hold |
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|
2022
Q1 | $299K | Buy |
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|
2021
Q4 | $316K | Hold |
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|
2021
Q3 | $314K | Sell |
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|
2021
Q2 | $317K | Sell |
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|
2021
Q1 | $335K | Sell |
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|
2020
Q4 | $326K | Sell |
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|
2020
Q3 | $301K | Sell |
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|
2020
Q2 | $314K | Sell |
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|
2020
Q1 | $329K | Sell |
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|
2019
Q4 | $428K | Buy |
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