BerganKDV Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $103K | Sell |
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|
2023
Q1 | $153K | Sell |
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|
2022
Q4 | $148K | Sell |
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|
2022
Q3 | $182K | Sell |
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|
2022
Q2 | $205K | Sell |
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|
2022
Q1 | $315K | Sell |
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|
2021
Q4 | $375K | Buy |
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|
2021
Q3 | $251K | Hold |
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|
2021
Q2 | $254K | Hold |
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|
2021
Q1 | $244K | Sell |
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|
2020
Q4 | $240K | Buy |
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|
2020
Q3 | $195K | Sell |
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|
2020
Q2 | $189K | Buy |
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|
2020
Q1 | $101K | Sell |
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|
2019
Q4 | $260K | Sell |
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|
2019
Q3 | $245K | Sell |
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|
2019
Q2 | $272K | Sell |
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|
2019
Q1 | $281K | Sell |
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|
2018
Q4 | $271K | Buy |
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|
2018
Q3 | $313K | Sell |
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|
2018
Q2 | $327K | Sell |
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|
2018
Q1 | $363K | Buy |
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|
2017
Q4 | $356K | Sell |
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|
2017
Q3 | $1.75M | Buy |
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