Beese Fulmer Investment Management’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 | $929K | Buy |
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|
2025
Q1 | $450K | Sell |
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|
2024
Q4 | $451K | Buy |
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|
2024
Q3 | $498K | Sell |
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|
2024
Q2 | $771K | Buy |
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|
2024
Q1 | $785K | Sell |
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|
2023
Q4 | $759K | Sell |
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|
2023
Q3 | $703K | Hold |
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|
2023
Q2 | $740K | Buy |
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|
2023
Q1 | $730K | Sell |
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|
2022
Q4 | $675K | Sell |
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|
2022
Q3 | $593K | Buy |
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|
2022
Q2 | $623K | Buy |
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|
2022
Q1 | $705K | Sell |
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|
2021
Q4 | $781K | Sell |
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|
2021
Q3 | $840K | Buy |
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|
2021
Q2 | $829K | Buy |
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|
2021
Q1 | $797K | Sell |
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|
2020
Q4 | $768K | Sell |
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|
2020
Q3 | $678K | Sell |
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|
2020
Q2 | $752K | Sell |
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|
2020
Q1 | $669K | Buy |
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|
2019
Q4 | $726K | Buy |
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|
2019
Q3 | $649K | Buy |
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|
2019
Q2 | $278K | Hold |
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|
2019
Q1 | $274K | Hold |
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|
2018
Q4 | $248K | Hold |
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|
2018
Q3 | $287K | Sell |
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|
2018
Q2 | $310K | Hold |
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|
2018
Q1 | $322K | Hold |
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|
2017
Q4 | $325K | Sell |
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|
2017
Q3 | $342K | Hold |
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|
2017
Q2 | $326K | Hold |
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|
2017
Q1 | $312K | Hold |
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|
2016
Q4 | $289K | Hold |
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|
2016
Q3 | $296K | Hold |
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|
2016
Q2 | $279K | Buy |
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|
2016
Q1 | $215K | Hold |
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|
2015
Q4 | $223K | Buy |
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|
2015
Q3 | $216K | Buy |
|