BIA
Bigelow Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Hold |
3,279
| – | – | 0.13% | 133 |
|
|
2025
Q1 | $268K | Buy |
3,279
+31
| +1% | +$2.53K | 0.13% | 132 |
|
|
2024
Q4 | $246K | Hold |
3,248
| – | – | 0.12% | 138 |
|
|
2024
Q3 | $272K | Sell |
3,248
-145
| -4% | -$12.1K | 0.12% | 141 |
|
|
2024
Q2 | $266K | Hold |
3,393
| – | – | 0.13% | 142 |
|
|
2024
Q1 | $271K | Hold |
3,393
| – | – | 0.13% | 140 |
|
|
2023
Q4 | $256K | Sell |
3,393
-1,058
| -24% | -$79.7K | 0.14% | 134 |
|
|
2023
Q3 | $307K | Sell |
4,451
-25
| -0.6% | -$1.72K | 0.18% | 120 |
|
|
2023
Q2 | $325K | Sell |
4,476
-73
| -2% | -$5.29K | 0.18% | 119 |
|
|
2023
Q1 | $325K | Buy |
4,549
+385
| +9% | +$27.5K | 0.19% | 119 |
|
|
2022
Q4 | $273K | Sell |
4,164
-385
| -8% | -$25.3K | 0.16% | 126 |
|
|
2022
Q3 | $255K | Sell |
4,549
-430
| -9% | -$24.1K | 0.15% | 124 |
|
|
2022
Q2 | $311K | Buy |
4,979
+70
| +1% | +$4.37K | 0.17% | 122 |
|
|
2022
Q1 | $361K | Hold |
4,909
| – | – | 0.17% | 114 |
|
|
2021
Q4 | $386K | Sell |
4,909
-70
| -1% | -$5.5K | 0.18% | 111 |
|
|
2021
Q3 | $388K | Buy |
4,979
+500
| +11% | +$39K | 0.19% | 106 |
|
|
2021
Q2 | $353K | Hold |
4,479
| – | – | 0.17% | 113 |
|
|
2021
Q1 | $340K | Sell |
4,479
-24
| -0.5% | -$1.82K | 0.17% | 114 |
|
|
2020
Q4 | $329K | Hold |
4,503
| – | – | 0.17% | 113 |
|
|
2020
Q3 | $287K | Hold |
4,503
| – | – | 0.17% | 117 |
|
|
2020
Q2 | $274K | Sell |
4,503
-1,148
| -20% | -$69.9K | 0.18% | 121 |
|
|
2020
Q1 | $302K | Hold |
5,651
| – | – | 0.23% | 112 |
|
|
2019
Q4 | $392K | Buy |
5,651
+28
| +0.5% | +$1.94K | 0.23% | 112 |
|
|
2019
Q3 | $367K | Buy |
5,623
+256
| +5% | +$16.7K | 0.23% | 110 |
|
|
2019
Q2 | $353K | Sell |
5,367
-760
| -12% | -$50K | 0.24% | 111 |
|
|
2019
Q1 | $397K | Sell |
6,127
-175
| -3% | -$11.3K | 0.28% | 101 |
|
|
2018
Q4 | $370K | Sell |
6,302
-386
| -6% | -$22.7K | 0.28% | 106 |
|
|
2018
Q3 | $455K | Buy |
6,688
+560
| +9% | +$38.1K | 0.31% | 93 |
|
|
2018
Q2 | $410K | Sell |
6,128
-650
| -10% | -$43.5K | 0.28% | 100 |
|
|
2018
Q1 | $472K | Buy |
6,778
+83
| +1% | +$5.78K | 0.32% | 94 |
|
|
2017
Q4 | $471K | Buy |
+6,695
| New | +$471K | 0.47% | 60 |
|