Baltimore-Washington Financial 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
Q2 | $386K | Buy |
|
|||||
|
2025
Q1 | $353K | Hold |
|
|||||
|
2024
Q4 | $326K | Buy |
|
|||||
|
2024
Q3 | $361K | Buy |
|
|||||
|
2024
Q2 | $338K | Sell |
|
|||||
|
2024
Q1 | $592K | Buy |
|
|||||
|
2023
Q4 | $554K | Sell |
|
|||||
|
2023
Q3 | $989K | Buy |
|
|||||
|
2023
Q2 | $747K | Hold |
|
|||||
|
2023
Q1 | $737K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $311K | Sell |
|
|||||
|
2019
Q4 | $412K | Sell |
|
|||||
|
2019
Q3 | $458K | Buy |
|
|||||
|
2019
Q2 | $442K | Buy |
|
|||||
|
2019
Q1 | $208K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $252K | Sell |
|
|||||
|
2018
Q2 | $297K | Hold |
|
|||||
|
2018
Q1 | $309K | Hold |
|
|||||
|
2017
Q4 | $312K | Buy |
|
|||||
|
2017
Q3 | $284K | Hold |
|
|||||
|
2017
Q2 | $270K | Buy |
|
|||||
|
2017
Q1 | $238K | Buy |
|
|||||
|
2016
Q4 | $207K | Buy |
|
|||||
|
2016
Q3 | $200K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $576K | Sell |
|
|||||
|
2015
Q3 | $4.11M | Sell |
|
|||||
|
2015
Q2 | $4.57M | Sell |
|
|||||
|
2015
Q1 | $4.92M | Buy |
|
|||||
|
2014
Q4 | $4.49M | Sell |
|
|||||
|
2014
Q3 | $5.7M | Sell |
|
|||||
|
2014
Q2 | $6.09M | Buy |
|
|||||
|
2014
Q1 | $5.79M | Buy |
|
|||||
|
2013
Q4 | $3.47M | Buy |
|
|||||
|
2013
Q3 | $2.81M | Buy |
|
|||||
|
2013
Q2 | $2.28M | Buy |
|