Berger Financial Group’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 | $160K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $297K | Hold |
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|
2024
Q2 | $278K | Buy |
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|
2024
Q1 | $283K | Sell |
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|
2023
Q4 | $638K | Buy |
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|
2023
Q3 | $477K | Hold |
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|
2023
Q2 | $501K | Buy |
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|
2023
Q1 | $472K | Sell |
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|
2022
Q4 | $490K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $514K | Sell |
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|
2022
Q1 | $695K | Sell |
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|
2021
Q4 | $776K | Buy |
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|
2021
Q3 | $765K | Hold |
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|
2021
Q2 | $774K | Buy |
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|
2021
Q1 | $706K | Buy |
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|
2020
Q4 | $666K | Buy |
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