BigSur 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.52M | Sell |
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|
2025
Q2 | $2.44M | Hold |
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|
2025
Q1 | $2.23M | Hold |
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|
2024
Q4 | $2.07M | Hold |
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|
2024
Q3 | $2.29M | Hold |
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|
2024
Q2 | $2.14M | Hold |
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|
2024
Q1 | $2.18M | Hold |
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|
2023
Q4 | $2.06M | Hold |
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|
2023
Q3 | $1.88M | Hold |
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|
2023
Q2 | $1.98M | Hold |
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|
2023
Q1 | $1.96M | Hold |
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|
2022
Q4 | $1.79M | Hold |
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|
2022
Q3 | $1.53M | Hold |
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|
2022
Q2 | $1.71M | Sell |
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|
2022
Q1 | $2.28M | Hold |
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|
2021
Q4 | $2.44M | Hold |
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|
2021
Q3 | $2.42M | Buy |
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|
2021
Q2 | $2.13M | Hold |
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|
2021
Q1 | $2.05M | Hold |
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|
2020
Q4 | $1.97M | Hold |
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|
2020
Q3 | $1.72M | Hold |
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|
2020
Q2 | $1.64M | Hold |
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|
2020
Q1 | $1.44M | Sell |
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|
2019
Q4 | $2.88M | Buy |
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|
2019
Q3 | $1.76M | Hold |
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|
2019
Q2 | $1.78M | Hold |
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|
2019
Q1 | $1.75M | Hold |
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|
2018
Q4 | $1.59M | Hold |
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|
2018
Q3 | $1.84M | Buy |
|